Archive for May 22nd, 2014

Homebuilders’ Bonus: Weak Competition From ‘Newer’ Homes

Thursday, May 22nd, 2014
Homebuilders’ Bonus: Weak Competition From ‘Newer’ Homes

New home sales get reported tomorrow (Friday, 5/23), but the monthly, seasonally adjusted number is not the key determinant of the homebuilding outlook. Yes, we will see how things are going now, but more importantly are the underlying drivers that put new homes in a favorable competitive position. Especially important is the shrunken supply... »

Posted in Housing & Homebuilding, Investment Insights | No Comments »

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