“Home-building stocks are the second-worst-performing group in the S&P 500 index this year—only home-furnishing shares have done worse. The iShares U.S. Home Construction exchange-traded fund (ticker: ITB) is off 28.5%, to about $59. Industry leader D.R. Horton (DHI) is off 31.3%, to $74.51. Barron's wrote favorably on the group in late 2021 in what appears today to be a badly timed article.“ *
Interesting. I’m accustomed to receiving some good recommendations from Barron’s. However, it sounds like the recommendation was made only 6 months ago - give or take. Anything can happen over such a short time span. The gist of the article is that they like housing stocks even more today.
*Excerpt from “These Home Builder Stocks Are Dirt-Cheap” - Barron’s / April 4, 2022
Stocks mentioned favorably: ITB, DHI, TOL, TMHC, LEN, TPH, KBH, PHM
(I’m not able to provide workable links to Barron’s. Sorry.)