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US Macro

+35 pts



Shelter Inflation is Past the Sequential Peak

By ethonomics on Feb. 2, 2022, 3:52 p.m.
Tagged topics: US housing , inflation fears

Views: 26, Votes: 3, Responses: 0, Attachments: 1
US Macro

+14 pts



There’s enormous bearishness around housing now, just like there was last summer. I remain convinced that this is an opportunity to buy, especially homebuilders, as...

By realmomobags on Feb. 2, 2022, 4:13 a.m.
Tagged topics: US housing

Views: 7, Votes: 2, Responses: 0, Attachments: 0
US Macro

+42 pts



Federal Reserve policy unlikely to interrupt housing rally

By ethonomics on Feb. 1, 2022, 12:21 p.m.
Tagged topics: US housing

Views: 115, Votes: 5, Responses: 1, Attachments: 1
KBH , LEN , TMHC , BZH , DHI , MTH , TOL

+12 pts



Posted here: https://street-guru.com/opinion/tmhc_kbh_homebuilders-reports-as-requested_20220113_485...

By realjoe on Jan. 13, 2022, 4:46 p.m.
Tagged topics: US housing , homebuilders

Views: 2, Votes: 2, Responses: 0, Attachments: 0
TMHC , KBH , BZH , TOL , DHI , LEN , MTH

+3 pts



Any recent research on the US homebuilders? Much appreciated. They all look very cheap right now.

By realmomobags on Jan. 12, 2022, 7:53 p.m.
Tagged topics: US housing , homebuilders

Views: 24, Votes: 2, Responses: 1, Attachments: 0
US Macro

+10 pts



Very timely report, as the bearishness around housing is considerable in the markets right now, and the bears seem to be disregarding reality which is...

By realmomobags on Oct. 12, 2021, 12:56 p.m.
Tagged topics: US housing , rent growth , Goldman Sachs , housing price rising , housing shortage

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+43 pts



Goldman says #housingshortage might last the longest, calls for multi-year boom in home prices and rents

By ethonomics on Oct. 12, 2021, 11:59 a.m.
Tagged topics: US housing , rent growth , Goldman Sachs , housing price rising , housing shortage

Views: 151, Votes: 6, Responses: 1, Attachments: 2
UWMC

+33 pts



$UWMC - Argus Research Report

By mx2021 on Sept. 17, 2021, 1:41 a.m.
Tagged topics: US housing , MULTIPE EXPANSION , ArgusResearch

Views: 47, Votes: 2, Responses: 0, Attachments: 2
UWMC

+10 pts



Been hold $NYSE:UWMC* for a while now at an avg of $8.92. I see the potential in this company along with the dividends being solid...

By adamsmith on Sept. 15, 2021, 11:07 a.m.
Tagged topics: US housing , MULTIPE EXPANSION , ArgusResearch

Views: 1, Votes: 1, Responses: 0, Attachments: 0
UWMC

+36 pts



$UWMC - Argus Research reiterated BUY on Aug 19 when price was $7.08. Today it closed at that same price. Appears attractively valued given current growth prospects. Dividend yield 5.6%

By mx2021 on Sept. 15, 2021, 12:31 a.m.
Tagged topics: US housing , MULTIPE EXPANSION , ArgusResearch

Views: 53, Votes: 3, Responses: 1, Attachments: 0
US Macro , Global Macro , Housing

+33 pts



Goldman says tight supply and delayed construction will continue to push home prices higher in US, Canada and UK

By ethonomics on Sept. 2, 2021, 11:36 a.m.
Tagged topics: US housing , work from home , Goldman Sachs , inflation fears , real estate , tight supply , labor shortage

Views: 149, Votes: 2, Responses: 0, Attachments: 2
UWMC

+31 pts



$UWMC - Morgan Stanley sees growing market share with broker channel tailwinds, but the mortgage market is 'cooling fast' (deep dive)

By realjoe on July 12, 2021, 2:09 p.m.
Tagged topics: US housing , fintech , Morgan Stanley , home mortgages

Views: 169, Votes: 1, Responses: 0, Attachments: 16
HD , LOW

+30 pts



$HD - RayJay says strong housing demand makes home improvement 'highly attractive' despite tough comps, Jefferies recommends buying $LOW

By labjordan on May 18, 2021, 11:39 a.m.
Tagged topics: home improvement , US housing , earnings results , tough comps , Jefferies , Raymond James , take profit

Views: 129, Votes: 1, Responses: 0, Attachments: 3
HD , LOW

+32 pts



$HD, $LOW - RBC says US housing market very stable despite concerns of affordability, sees all-time high home equity levels as bullish sign for home improvement

By junkfoodlover on March 31, 2021, 3:36 p.m.
Tagged topics: home improvement sales , home price appreciation , US housing , work from home , pandemic trends , RBC , accelerated demand

Views: 179, Votes: 2, Responses: 0, Attachments: 10
Housing

+31 pts



Goldman says US house price growth accelerating, but rent growth moderating

By ethonomics on Oct. 1, 2020, 1 p.m.
Tagged topics: analyst checks , US housing , rent growth , price growth

Views: 94, Votes: 1, Responses: 0, Attachments: 27
HD , LOW

+31 pts



HD is awesome, they're being conservative, but you just buy Lowe's

By aperz on Dec. 25, 2019, 3:36 p.m.
Tagged topics: home improvement , valuation , US housing , EPS growth , turnarounds

Views: 194, Votes: 2, Responses: 0, Attachments: 0