The New Economy and its Winners Message Board

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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (57525)	3/4/2017 2:36:03 PM
From: Paul Senior	of 57684

I hold a basket of homebuilders. It's a sector play for me: I'll bet a variety of homebuilders will do ok as millennials move into the housing market (assuming that they do). Some of these homebuilders specialize in new buyer market, some in move up market. Some hold land (i.e. have many potential lots to build on), some have less land booked (and so have to purchase land when they want to increase their home building). Some trade above book, some below. Fwiw, the ones that I have that currently sell under stated book value are: Beazer Homes (BZH), CalAtlantic Group(CAA), KB Home (KB), The New Home Company (NWHM), and William Lyon Homes (WLH).

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