XHB

home building

Will Homebuilders Revisit 52-Week Lows Soon?

What ever happened to that prolonged, multiyear housing market recovery? Maybe the private equity buyers bought up all the bargains so fast that public transition cycle from owner to renter ...
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home building

Is Housing Really a Short Again?

It does not take a rocket scientist to figure out that months of weak housing data are signaling real underlying problems in the single-family home market. Sure, certain markets remain ...
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Bull and Bear

ETFs Strategies for the Top Ten 2014 Predictions of Bob Doll

Bob Doll, Chief Equity Strategist and Senior Portfolio Manager of Nuveen Asset Management, is out with his ten predictions for 2014. His predictions are followed by many, and he scored ...
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House for Sale

Home Builder Confidence Up, So Why Are Their Stocks Diving?

The National Association of Home Builders (NAHB)/Wells Fargo housing market index rose by three points from a downwardly revised 56 in July to 59 in August. Last month’s reading had ...
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construction

Why Home Builders Can Easily Survive Higher Interest Rates

Interest rates are rising and the 30-year mortgage just hit a 12-month high. Rising rates will eat up your spending power and erode the value of your fixed income investments. ...
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New home

Analyst Upgrades Housing Stocks — the Big Chase Marches On (KBH, LEN, TOL, WY, XHB, ITB)

By now you are likely well aware that the housing crisis is not just over. The housing market is undersupplied and many markets are experiencing huge booms in their pricing. Many ...
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Home security

Deutsche Bank Raises Price Targets on Homebuilders — Time to Tap the Brakes? (DB, BCS, DHI, MDC, MTH, RYL, PHM, XHB)

We have written at great length about the resurgence of homebuilding in the United States. Like any other sector, if you go long enough without production, demand catches up with ...
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Stock Split Image

Beware the Sharp Rise in Treasury Yields (GS, TBT, TLT, MORT, XHB)

Interest rates are nearly zero and the Federal Reserve has pledged to keep them that way until unemployment reaches 6.5% and as long as inflation does not get to a ...
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Monopoly houses

Homebuilders and Housing Tank into Fiscal Cliff

The resolution for the fiscal cliff remains elusive. The politicians hate each other too much to be rational. If one sector has a lot to lose as the country drives ...
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House for Sale

Why Wall St. Can’t Get Housing Right (AIV, AVB, LEN, TOL, XHB)

The bad timing of Wall St. analysts is legendary. As the implosion of the subprime mortgage credit market mirrored the collapse in residential and commercial market real estate values in ...
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2012 Election Winners and Losers: Coal, Dividends, Health Care, Utilities, Oil and More

Election Day has come and gone. President Obama won a second term. The current electoral vote was by a margin of about 3 to 2 (unofficial), but the percentage last ...
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Homebuilder Hammers Estimates Again, Orders Rise 40% (LEN, DHI, PHM, HOV, TOL, NVR, KBH, XHB)

Homebuilder Lennar Corp. (NYSE: LEN) reported second quarter earnings today that handily beat both EPS and revenue estimates. Excluding a one-time tax gain, the company posted EPS of $0.21 compared ...
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Evaluating a Housing Stock Bubble (DHI, LEN, TOL, USG, HD, STC, ELLI, XHB, ITB)

Investors have been chasing up the housing stocks higher and higher over the last year.  The economy is only just now seeing a better housing market and foreclosures and the ...
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Homebuilder Horton Beats Estimates, Expects Full-year Profit (DHI, PHM, LEN, HOV, TOL, NVR, KBH, XHB)

Hopes for a recovery in homebuilding have picked up recently, primarily as a result of pent-up demand for new household formation. All those college grads who moved back in with ...
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PulteGroup Sinks Homebuilders Shares (PHM, DHI, KBH, MHO, XHB)

Homebuilder PulteGroup Inc. (NYSE: PHM) is leading homebuilding stocks into another trough today following a downgrade from S&P Capital IQ to ‘Strong Sell’. MarketWatch cites an analyst’s comment on Pulte ...
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