A couple of the homebuilder daily charts look interesting to me. $Lennar(LEN.US) $D.R. Horton(DHI.US) I put them on my homework list.
Source: Sunrise Trader
Lennar-B Shares
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๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: Morgan Stanley Says AI Could Transform the $๐ญ๐ฐ Trillion U.S. Mortgage Market - $Lennar(LEN.US) $Rocket(RKT.US) $D.R. Horton(DHI.US) $Opendoor Tech(OPEN.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ ๐ผ๐ฟ๐ด๐ฎ๐ป ๐ฆ๐๐ฎ๐ป๐น๐ฒ๐ says AI could add ๐ต๐๐ป๐ฑ๐ฟ๐ฒ๐ฑ๐ ๐ผ๐ณ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป๐ in refinancing volume.โค AI could reduce friction across nearly every stage of the ๐บ๐ผ๐ฟ๐๐ด๐ฎ๐ด๐ฒ process.โค AI-optimized mortgage offerings could improve ๐ฎ๐ณ๐ณ๐ผ๐ฟ๐ฑ๐ฎ๐ฏ๐ถ๐น๐ถ๐๐ and credit access.โค Bank expects higher long-term ๐ต๐ผ๐บ๐ฒ๐ผ๐๐ป๐ฒ๐ฟ๐๐ต๐ถ๐ฝ and mortgage sales volumes.โค AI could make ๐ฏ๐ฌ-๐๐ฒ๐ฎ๐ฟ fixed mortgages behave more like ๐ณ๐น๐ผ๐ฎ๐๐ถ๐ป๐ด-๐ฟ๐ฎ๐๐ฒ loans.โค Rising mortgage rates could further strengthen the ๐น๐ผ๐ฐ๐ธ-๐ถ๐ป effect for homeowners.โค AI may expand opportunities for ๐ฐ๐ฎ๐๐ต-๐ผ๐๐ refinancing and home equity lending.โค AI tools could help home builders overcome ๐ฟ๐ฒ๐ด๐๐น๐ฎ๐๐ผ๐ฟ๐ and zoning hurdles.โค The ๐ฅ๐ข๐๐ ๐๐ผ ๐๐ผ๐๐๐ถ๐ป๐ด ๐๐ฐ๐ aims to reduce barriers to housing development. - H
$Lennar(LEN.US) | Argus maintains ๐๐ฎ๐ฒ on ๐๐๐ง๐ง๐๐ซ, ๐๐ฎ๐ญ๐ฌ ๐๐ ๐ญ๐จ $๐๐๐ ๐๐ซ๐จ๐ฆ $๐๐๐
Analyst sees compelling valuation and is optimistic for a market recovery, highlighting Lennar's efficiency and financial strength in a choppy market.
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๐ข Companies Reporting Earnings Next Week
$FuelCell Energy(FCEL.US) $Vail Resorts(MTN.US) $SAI $JM Smucker(SJM.US) $Uranium Energy(UEC.US) $CRBL $Casey General Stores(CASY.US) $Chewy(CHWY.US) $Oracle(ORCL.US) $Stitch Fix(SFIX.US) $Lennar(LEN.US) $Adobe(ADBE.US) $RH(RH.US)
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๐ข ๐๐๐๐ ๐๐: Berkshire Hathaway will acquire U.S. homebuilder Taylor Morrison Home Corporation for $8.5 billion, at $72.50 per share, implying an equity value of $6.8 billion. - $BRK.B $Taylor Morrison Home(TMHC.US) $Lennar(LEN.US) $Opendoor Tech(OPEN.US)
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I don't know if anyone follows Mortgage Bankers Association(MBA) reports. If not, you will find interesting what I am going to tell you.
According to the MBA residential data, mortgage delinquencies are spiking aggressively for FHA and VA loans. The delinquency rate for FHA loans is now 900 basis points higher than conventional loans. That is the widest spread we have seen since 2021. People who bought homes recently with tiny down payments are getting completely squeezed by inflation, property taxes, and insurance costs. They have zero equity cushion. At the same time, prime borrowers sitting on 3% fixed mortgages are refusing to sell. This keeps inventory artificially tight and freezes the market. My key takeaway: This forces a localized reset in normal real estate. As defaults pile up in the lower equity tiers, expect a wave of distressed property liquidations. Capital will aggressively abandon debt heavy residential REITs $VNQ and watch how homebuilders $XHB like $Toll Brothers(TOL.US) and $Lennar(LEN.US) navigate the split. These are purely my thoughts. - H
Trump Comments on Interest Rates & Housing: - $QQQ $SPY $Opendoor Tech(OPEN.US) $Lennar(LEN.US) $Rocket(RKT.US)
โค โWeโre going to get interest rates down quicklyโโค โRates are coming down with energyโโค โHousing is about interest rates, more than legislationโโค โI now have a great head of the Fed in Warshโ - H
Warren Buffett - Berkshire Hathaway Portfolio Updates
$Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) $New York Times(NYT.US) $Lennar(LEN.US) $Delta Air Lines(DAL.US) $Macys(M.US) $Bank of America(BAC.US) $Chevron(CVX.US) $Nucor(NUE.US) $Unitedhealth(UNH.US) $Domino's(DPZ.US) $AON(AON.US) $Pool(POOL.US) $Amazon(AMZN.US) $Charter Comm(CHTR.US) $Nucor(NUE.US)