Homebuilding

If the November lows in the Homebuilders holds, based on the leading relationship between stocks and starts, an upturn in housing starts (not the broader economy) should be imminent.

• Read more

Following patterns of past burst bubbles, Homebuilders seem poised to rally.

• Read more

With a heavily promotional holiday shopping season underway, we feel compelled to join the fray by looking at the big markdowns in U.S. homebuilding and bank stocks.

• Read more

Not all gloom and doom this month...Homebuilders approaching window where past busted bubbles have bounced.

• Read more

It’s still too early, but at some point in the next 6 to 18 months, going long the homebuilders will probably become the single most contrarian—and potentially highly profitable—thing to do.  But before that happens, we expect to see more blood in the streets.

• Read more

Everybody sure hates the Homebuilders. However, contrarians should take note of this month’s analysis of earnings prospects, insider selling/buying, and the outlook for future housing starts. Now is not the time to be bottom fishing here.

• Read more

Many of the questions in this month’s issue came from November’s client meetings in San Francisco.

• Read more

Several months ago Pulte Homes was added to our model as a "special situation" anticipating the possibility of a future broader move into the shelter area.

• Read more