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cliffvb

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cliffvb

Re: researcher59 post# 91817

Wednesday, 10/20/2021 2:53:44 PM

Wednesday, October 20, 2021 2:53:44 PM

Post# of 129783
I remain overweight the home builders as well, although I did lighten up on TPH today. They report tomorrow morning but I don't like that the CEO sold about $5 million in stock in late August.

CCS, MHO, MTH, PHM, MDC and TMHC all report next week. Overall, I expect strong numbers and positive guidance as long as those supply chain issues don't get out of hand.
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