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U.S. Housing Stocks May Rally As Millennials Age:

FYI: Stocks of large U.S. home builders and building materials companies are poised to rise as millennials age and need housing, according to Bill Smead, the chief executive of Smead Capital Management.
Regards,
Ted
http://www.reuters.com/article/us-smeadcapital-housing-idUSKBN19J2JX?il=0

M* Snapshot SMVLX:
http://www.morningstar.com/funds/XNAS/SMVLX/quote.html

Lipper Snapshot SMVLX:
http://www.marketwatch.com/investing/fund/smvlx

SMVLX Is Unranked In The (LCB) Fund Catrgory By U.S. Nesws & World Report:
http://money.usnews.com/funds/mutual-funds/large-blend/smead-value-fund/smvlx

Comments

  • Me be thinking the boomers have started and will continue to "unload" property/housing. 'Course, this may mean the "kids" get the home, too. But, many of the "kids" don't live near their parents area and will likely sell the property; as they won't likely be moving to find another job.
    So, millennials may have money from a sale; but will they buy their own house?
    Large corporations have been buying properties since the market melt to rent. Some housing markets are very tight regarding available housing for sale.
    We'll see how this works out, eh?
    At the very least, one might consider a fund or stocks that are related to the "fix-it-up" side of housing......Lowe's, Home Depot, etc.

    Catch
  • Smead has been saying this at least for several years since I became aware of him. At this point it's not new news so the bet is only whether the impact millennials have is better or worse than expectations rather than an undiscovered opportunity (as usual).
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