Housing Investor Discussion

Finance/Real Estate, Consumer, Industrial/Transportation, Macro, Credit


On September 29, 2022, DeMatteo Research hosted a discussion on the housing industry and some of its players with five investors. The group shared their thoughts on the macroeconomic landscape (interest rates, home prices/affordability, supply & demand), homebuilders (DHI, LEN, KBH, TOL, etc.), the home improvement segment (HD, LOW, SHW), the outlook for FERG, and other major players and current positions.

Publicly traded companies mentioned herein: Bank of Montreal (BMO), Bank of Nova Scotia/The (BNS), DR Horton Inc (DHI), Ferguson PLC (FERG), Home Depot Inc (HD), KB Home (KBH), Lennar Corp (LEN), Lowe’s Companies Inc (LOW), National Bank of Canada (NC CN), NVR Inc (NVR), Opendoor Technologies Inc (OPEN), PulteGroup Inc (PHM), Royal Bank of Canada (RY), Sherwin-Williams Co/The (SHW), Toll Brothers Inc (TOL), Zillow Group Inc (Z)

Macroeconomic & Industry Landscape

The group started by discussing the interest rate environment and the industry setup. The consensus feeling was that interest rates will drive the stocks in the short term, and the participants shared their viewpoints on navigating the market. 

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.