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Ultimatekoko

Ultimatekoko

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2021-08-31

Bubblicious

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2021-08-19

Sorry but Credit Suisse is really one of the worsebanks out there to suggest what to invest cough*Archegos*cough uhm.

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2021-07-10

Dip buying all the way *sarcasm*

2021-07-05

Chinese tech under pressure

2021-06-28

Nice

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2021-06-27

Wtf market

2021-06-23

Wow

An Overheated Housing Market Shows No Signs of Cooling Off. These 4 Stocks Could Benefit.<blockquote>过热的房地产市场没有降温的迹象。这4只股票可能会受益。</blockquote>

2021-06-19

Fall is coming

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2021-06-16

Fed taMpering

2021-06-15

Rebound

2021-06-14

Wow futures

2021-06-14

Nice monday

2021-06-13

Market down

2021-06-13

Nice

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2021-06-13

Wow

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2021-06-13

Hmm

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2021-06-13

Sunday

2021-06-12

Flatlining

2021-06-11

New high

2021-06-11

All time high

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market","listText":"Wtf market","text":"Wtf market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124481979","isVote":1,"tweetType":1,"viewCount":1640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123444714,"gmtCreate":1624436564038,"gmtModify":1631891072199,"author":{"id":"3581769773743790","authorId":"3581769773743790","name":"Ultimatekoko","avatar":"https://static.tigerbbs.com/5a45c84dd857060d86f0e396a6cccd3d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581769773743790","authorIdStr":"3581769773743790"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123444714","repostId":"1174412444","repostType":4,"repost":{"id":"1174412444","kind":"news","pubTimestamp":1624434270,"share":"https://www.laohu8.com/m/news/1174412444?lang=zh_CN&edition=full","pubTime":"2021-06-23 15:44","market":"us","language":"en","title":"An Overheated Housing Market Shows No Signs of Cooling Off. These 4 Stocks Could Benefit.<blockquote>过热的房地产市场没有降温的迹象。这4只股票可能会受益。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174412444","media":"Barrons","summary":"The housing market has soared of late and shows no signs of it cooling down.D.R. Horton,Lennar,and o","content":"<p>The housing&nbsp;market&nbsp;has soared of late and shows no signs of it cooling down.D.R. Horton,Lennar,and other&nbsp;stocks&nbsp;could benefit.</p><p><blockquote>房地产市场最近飙升，而且没有降温的迹象。Horton、Lennar和其他股票可能会受益。</blockquote></p><p> Demand for housing has been red hot. The Case-Shiller U.S. National Home Price Index, for instance, isup 13% during the past year, a result ofstrong demandand alimited supply. Housing stocks haven’t reflected that strength recently. TheSPDR S&amp;P Homebuilders ETF(XHB) has fallen 6.9% during the past month, while D.R. Horton (DHI) and Lennar (LEN) are off around 11%, as worry that limited supply and high prices bring the boom to an end.</p><p><blockquote>对住房的需求一直很热。例如，由于需求强劲和供应有限，Case-Shiller美国全国房价指数在过去一年上涨了13%。房地产股最近并没有反映出这种强势。SPDR S&amp;P Homebuilders ETF(XHB)在过去一个月下跌了6.9%，而D.R.Horton(DHI)和Lennar(LEN)股价下跌约11%，原因是担心供应有限和高价格会导致繁荣结束。</blockquote></p><p> Sean Darby, global equity strategist at Jefferies, doesn’t think so. For one, the demand story doesn’t seem to be over just yet. The National Association of Home Builders Traffic of Prospective Buyers reading, for instance, is at its highest level since at least 1990. And those buyers can still enjoy ultralow mortgage rates—the 30-year fixed has dropped to 2.99%—which makes homes more affordable. Together, they could be enough to push housing stocks higher.</p><p><blockquote>杰富瑞(Jefferies)全球股票策略师肖恩·达比(Sean Darby)不这么认为。首先，需求故事似乎还没有结束。例如，全国住宅建筑商协会的潜在买家阅读量处于至少1990年以来的最高水平。这些买家仍然可以享受超低抵押贷款利率——30年期固定利率已降至2.99%——这使得房屋更加实惠。加在一起，它们可能足以推高房地产股。</blockquote></p><p> “On the surface, it would appear that the best of times for the US home builders are behind them but there are still several catalysts that are likely to keep the companies enjoying the sunshine,” he explains.</p><p><blockquote>“从表面上看，美国房屋建筑商的最佳时期似乎已经过去，但仍有一些催化剂可能会让这些公司继续享受阳光，”他解释道。</blockquote></p><p> In the meantime, housing stocks appear to trade at reasonable valuations. While earnings at D.R. Horton, Lennar,NVR(NVR), and&nbsp;PulteGroup(PHM) are likely to slow from an average of 42% in 2021 to 10.6% in 2022, according to FactSet. Meanwhile, the group’s average PEG ratio—a measure of valuation relative to earnings growth—is 0.5, according to Jefferies, lower than their five-year averages.</p><p><blockquote>与此同时，房地产股的估值似乎合理。而D.R.的收益。FactSet的数据显示，Horton、Lennar、NVR(NVR)和PulteGroup(PHM)的增长率可能会从2021年的平均42%放缓至2022年的10.6%。与此同时，根据杰富瑞的数据，该集团的平均PEG比率（衡量相对于盈利增长的估值）为0.5，低于五年平均水平。</blockquote></p><p> In other words, this is a dip that may be worth buying.</p><p><blockquote>换句话说，这是一个可能值得买入的逢低。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>An Overheated Housing Market Shows No Signs of Cooling Off. These 4 Stocks Could Benefit.<blockquote>过热的房地产市场没有降温的迹象。这4只股票可能会受益。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAn Overheated Housing Market Shows No Signs of Cooling Off. These 4 Stocks Could Benefit.<blockquote>过热的房地产市场没有降温的迹象。这4只股票可能会受益。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-23 15:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The housing&nbsp;market&nbsp;has soared of late and shows no signs of it cooling down.D.R. Horton,Lennar,and other&nbsp;stocks&nbsp;could benefit.</p><p><blockquote>房地产市场最近飙升，而且没有降温的迹象。Horton、Lennar和其他股票可能会受益。</blockquote></p><p> Demand for housing has been red hot. The Case-Shiller U.S. National Home Price Index, for instance, isup 13% during the past year, a result ofstrong demandand alimited supply. Housing stocks haven’t reflected that strength recently. TheSPDR S&amp;P Homebuilders ETF(XHB) has fallen 6.9% during the past month, while D.R. Horton (DHI) and Lennar (LEN) are off around 11%, as worry that limited supply and high prices bring the boom to an end.</p><p><blockquote>对住房的需求一直很热。例如，由于需求强劲和供应有限，Case-Shiller美国全国房价指数在过去一年上涨了13%。房地产股最近并没有反映出这种强势。SPDR S&amp;P Homebuilders ETF(XHB)在过去一个月下跌了6.9%，而D.R.Horton(DHI)和Lennar(LEN)股价下跌约11%，原因是担心供应有限和高价格会导致繁荣结束。</blockquote></p><p> Sean Darby, global equity strategist at Jefferies, doesn’t think so. For one, the demand story doesn’t seem to be over just yet. The National Association of Home Builders Traffic of Prospective Buyers reading, for instance, is at its highest level since at least 1990. And those buyers can still enjoy ultralow mortgage rates—the 30-year fixed has dropped to 2.99%—which makes homes more affordable. Together, they could be enough to push housing stocks higher.</p><p><blockquote>杰富瑞(Jefferies)全球股票策略师肖恩·达比(Sean Darby)不这么认为。首先，需求故事似乎还没有结束。例如，全国住宅建筑商协会的潜在买家阅读量处于至少1990年以来的最高水平。这些买家仍然可以享受超低抵押贷款利率——30年期固定利率已降至2.99%——这使得房屋更加实惠。加在一起，它们可能足以推高房地产股。</blockquote></p><p> “On the surface, it would appear that the best of times for the US home builders are behind them but there are still several catalysts that are likely to keep the companies enjoying the sunshine,” he explains.</p><p><blockquote>“从表面上看，美国房屋建筑商的最佳时期似乎已经过去，但仍有一些催化剂可能会让这些公司继续享受阳光，”他解释道。</blockquote></p><p> In the meantime, housing stocks appear to trade at reasonable valuations. While earnings at D.R. Horton, Lennar,NVR(NVR), and&nbsp;PulteGroup(PHM) are likely to slow from an average of 42% in 2021 to 10.6% in 2022, according to FactSet. Meanwhile, the group’s average PEG ratio—a measure of valuation relative to earnings growth—is 0.5, according to Jefferies, lower than their five-year averages.</p><p><blockquote>与此同时，房地产股的估值似乎合理。而D.R.的收益。FactSet的数据显示，Horton、Lennar、NVR(NVR)和PulteGroup(PHM)的增长率可能会从2021年的平均42%放缓至2022年的10.6%。与此同时，根据杰富瑞的数据，该集团的平均PEG比率（衡量相对于盈利增长的估值）为0.5，低于五年平均水平。</blockquote></p><p> In other words, this is a dip that may be worth buying.</p><p><blockquote>换句话说，这是一个可能值得买入的逢低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/housing-market-stocks-51623188470?mod=hp_LEAD_3_B_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PHM":"普得集团","LEN":"莱纳建筑公司","DHI":"霍顿房屋","NVR":"NVR Inc"},"source_url":"https://www.barrons.com/articles/housing-market-stocks-51623188470?mod=hp_LEAD_3_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174412444","content_text":"The housing market has soared of late and shows no signs of it cooling down.D.R. Horton,Lennar,and other stocks could benefit.\nDemand for housing has been red hot. The Case-Shiller U.S. National Home Price Index, for instance, isup 13% during the past year, a result ofstrong demandand alimited supply. Housing stocks haven’t reflected that strength recently. TheSPDR S&P Homebuilders ETF(XHB) has fallen 6.9% during the past month, while D.R. Horton (DHI) and Lennar (LEN) are off around 11%, as worry that limited supply and high prices bring the boom to an end.\nSean Darby, global equity strategist at Jefferies, doesn’t think so. For one, the demand story doesn’t seem to be over just yet. The National Association of Home Builders Traffic of Prospective Buyers reading, for instance, is at its highest level since at least 1990. And those buyers can still enjoy ultralow mortgage rates—the 30-year fixed has dropped to 2.99%—which makes homes more affordable. Together, they could be enough to push housing stocks higher.\n“On the surface, it would appear that the best of times for the US home builders are behind them but there are still several catalysts that are likely to keep the companies enjoying the sunshine,” he explains.\nIn the meantime, housing stocks appear to trade at reasonable valuations. While earnings at D.R. Horton, Lennar,NVR(NVR), and PulteGroup(PHM) are likely to slow from an average of 42% in 2021 to 10.6% in 2022, according to FactSet. 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