Reddit Posts
Shorting residential home builders because of high mortgage rates. How it is going?
KB Home raised to Neutral at J.P. Morgan on robust year guide, Q1 results (NYSE:KBH)
Why do tech stock curves seem to follow power laws?
They say there is housing shortage. They say home builders will only go up. $DHI $LEN $PHM $KBH
Weekly Earnings Review, TLRY, JEF, KBH, and banks releases on Friday!
Deep Dive on KBH (KB Homes) earnings, reporting this afternoon!
KBH Ranked Moderate Buy Releasing Earnings Sept 21 After Hours
Stocks Plunge Thursday Afternoon as Recession Fears Mount; Financial Services Lead Lows, Homebuilders Fall on Rising Mortgage Rates
I've heard from multiple sources that new home construction is going to be hit hard this year, what are some ways this can be played?
$KBH - KB Home Stock Looks Set to Rise Much Higher as Home Buying Grows! 🚀
UPDATE: $12k > $112k > $970.67 // > $25k > $18k > $665.69
Whelp...UWMC,KBH,AHT,ET,IDEX,XL,ET dont seem to be working. $WISH next? Let's roll
Investing in California (My Top 10)
$KBH Price Target Raised to $62 at Goldman Sachs, BUY THE DIP 🚀🚀🚀
1k Shares YOLO on $KBH, expecting positive earnings today LFG 🚀🚀🚀
Best Strategy for Stock (KBH) with Earnings Report Today
Mentions
Short home builder stocks and the housing market. 🥭 is going to hit Canadian lumber with and extra 14% tariff bringing the total to over 30% XHB and KBH are going deeeep conservative red tommorow
KBH, LEN, DHI, TOL and XHB all going to feel pain
Load up puts on home builders KBH, LEN, TOL, DHI
Home builder stocks like KBH, LEN and TOL are about to take a brutal beating
Monday (3/31) Target Price: $462.59 (-1.35% from current) Range: $441.63 to $481.82 Bias: Bearish Key Events: LUNR, OKLO, KBH earnings Notes: Expect a test of support level at $468.34. Watch carefully if this level holds; breaking below could accelerate selling. Tuesday (4/1) Target Price: $460.71 (-1.75% from current) Range: $440.42 to $480.43 Bias: Slightly Bearish Key Events: RUM, CSIQ, GME earnings Notes: Potential stabilization if Monday support holds. Tech sector leadership will be critical. Wednesday (4/2) Target Price: $456.82 (-2.59% from current) Range: $435.63 to $476.85 Bias: Neutral to Slightly Bearish Key Events: CHWY, DLTR, PAYX earnings Notes: Likely the most volatile day of the week. These earnings reports could provide insight into consumer spending. Thursday (4/3) Target Price: $458.67 (-2.19% from current) Range: $439.13 to $480.51 Bias: Slightly Bullish Key Events: LULU earnings (potential market mover) Notes: Potential reversal attempt, with LULU earnings serving as a catalyst. Look for higher lows compared to Wednesday. Friday (4/4) Target Price: $463.44 (-1.17% from current) Range: $444.19 to $484.43 Bias: Bullish Key Events: End of week positioning Notes: Expect short covering and position squaring ahead of the weekend, potentially driving prices higher. Tnx me later. Not a financial advice.
How many times is KBH going to be investigated for securities fraud
Because the market is a big, fat idiot. Kinda like in The Big Short when his short position continued losing money even though the underlying asset absolutely got wrecked. This crash in the next 6mo has the potential to be absolutely cataclysmic. Speaking of macro conditions.... anybody seen the monthly MACD for QQQ, SPY, KBH, and PFSI?
I sold AVGO during the recent trade war. I made a few bucks, but then it shot up. I sold SHOP at like 60, PLTR at like 20. A few others KBH, BA, MCD. Either a small percent win or break even. But I reinvested into S&P, Amazon and Google. I'm not unhappy.
KBH. Reasonable P/E. High Beta. Big demand for housing. Interest rate expected to fall while Trump will open more Federal land to build.
I shifted my GOOGL cash into IGV, VGT, DE, and KBH. I’m not super comfortable picking individual chip and AI-related software companies so I went with index funds, as software has been overlooked. I jumped on DE a week ago as with the expected farm labor shortage and automation will be in demand. I chose KBH as with a P/E of 10, no shortage of demand for housing, expected lower interest rates, Trump willingness to streamline regulations and make land available for building. Seems like an easy choice.
It’s interesting that they did. 99.75% of KBH shares are held by institutions. I assumed they wouldn’t get much of a move because of that. I take it as an indication that something larger is looming, a bigger event. They see a slowdown coming.
Shorting in general is a bad idea. It's a good idea if you use it as a hedge on something you're worried about but what you're talking about. Just avoid that thought altogether. Real estate stocks have already had a run but you don't know how far the run will go. There's no real thesis and no real trade in front of you on the short side. If you were long the stock like KBH and you decided you wanted to sell calls into it. You could head your exposure and/or build in maximum drawdowns. Financials are in a similar situation. They have already ran pretty well but they could continue to run quite a lot further. One of the better range bound financials is State Street and it's up there but it's not really really up there. When it starts getting up around $110 a share, $120 maybe you'll probably be around the top in financials but right now we're just high 80s. BlackRock, same story, Bank of America same story. And technology is basically impossible to figure out and really risky to even think about shorting. The high flyers have not broken structure. Look at KLAC, look at NVDA. Those are not charts you want to short, they are looking like they are getting ready to run again. You also have Bitcoin making a higher high in progress from a higher low setup. Bitcoin is running it means risk is going to run and the last thing you want to do is be short
How low do yall think KBH will go
who's feeling KBH puts for AH?
LEN went down, KBH could do the opposite
How do we feel on $KBH? It’s a major home builder here in Texas
why is KBH mooning if nobody wants to buy houses with mortgage rates so high? cash buyers???
Went a little wild. KBH calls KR calls DHI calls JBL calls KMX puts Won’t sleep till Thursday morning This is called diversification right ?
Went a little wild. KBH calls KR calls DHI calls JBL calls KMX puts This is called diversification right ? 
Went for a ride yesterday and saw quite a few communities that seem in the middle of nowhere being built by KBH. Of course I had to buy fractional shares for earnings.
KBH gonna moon on earnings. This just in: poor people still need homes to live in.
I can’t imagine Lennar or KBH have had good quarters.
KBH should not be dropping…. New orders up 55% and beats on top and bottom lines!
KBH has nice beat, CEO notes improved market conditions, dropping home prices a little, new orders up whopping 55%….stock flat so far….
KBH earnings are tomorrow so maybe you should buy some calls. I'll stay with my puts tho
yoda meme but it's going back for more KBH stock at 2am instead of olives
I love KBH. Nice 10 % + pop in the past few weeks. Can see their presence where I am (Southern California) and love their balance sheet.
Bro I've been dumbing into KBH and bzh for the last 2 years
I realize that nobody cares about boring long portfolios but here are the positions I'm buying into this week: KMTUY, IMKTA, KBH, ITRN, NVDA, META, SMCI, TSM
All homebuilders are a good buy TOL, PHM, KBH all trade at less than 9x PE Existing homes are not going on the market, 65% of homeowners have sub 4% mortgages and won’t sell New homes are the only option for rentpoors
TOL, LEN, KBH, PHM, DHI Or NAIL ETF is 3x but that has stuff like Home Depot and Lowe’s
I like 1. México economy as US detaches from China. Key stocks: MELI ( a play on e-commerce, strong as ever), and CX (a play on construction) 2. Construction: housing is a real crisis in the US. With interest rate volatility, I think real estate is a tricky play. But construction is safer. Key Stocks: DHI, KBH 3. I work in the specialty chemical distribution space, only two markets showed growth in 2023- Agriculture and Pharma. Ag has little margins, so I prefer Pharma. Key stocks: NVO, MRK, JNJ
I'm watching builder stocks, shit is way over inflated. KBH already starting to slip and downgraded, DHI, LEN etc...should be soon to follow. Over manipulation has to come down
Can't believe no one has mentioned KBH which has outperformed every company every one has listed so far. They are expanding rapidly and build great homes
KBH beat earnings but is still down yoy on revenue 25% so looking like +15% tomorrow or what
Trading earnings is fucking exhilarating. It’s not even about being right for me. It’s about the five inches of pure granite I’m holding in my pants leading up to the close. I’m gonna hit the ceiling tonight when I masturbate after KBH reports
NAIL if you want leverage KBH, LEN, TOL, PHM
buying a few $KBH lotto calls because i want to feel something
Thinking about puts on KBH 55p 1/12
Calls on KBH but not gonna yolo…
$KBH will probably play a regard move upwards some more even after the impressive rocketry. no one will play because they are to scared to buy calls at this level. do you have the cajones?
A lot of KBH bears means I buy calls right
KBH 55.00 puts let’s go lotto
Selling KBH puts or buying them?
What’s KBH doing AHs for ER someone tell me
Revenue for KBH is down like 40% year over year. Why the price increase?
NAIL, KBH, LEN, TOL, PHM, DHI Homes are undersupplied Rates are coming down Rent poors are desperate to escape and achieve home ownership Existing inventory is not for sale because we all have 2% mortgages for 30 years Homebuilders have buyers by the BALLS
I guess I’ll play KBH earnings today and I guess I’ll pick down as my direction
KBH puts for the win next week, sorry I don’t have a discord or a YouTube channel, I will never buy earnings again if I’m wrong. Whoever makes money off this play, give a few dollars to the homeless in your community.
Once delta drops to $38 I will be buy calls, puts on KBH, looking for $52 or less from KBH. Bought puts for the 19th of January. Good luck
I have a funny feeling KBH is going to take a giant shit on Jan 11th. Then 2 weeks later DHI will do the same.....
Interest rates are expected to go way down in 2024. Lots of people will stop renting and buying. Better to buy home building stocks like KBH and MI.
My portfolio is in order of size:TSLA, MARA, RIOT, KBH, SPY, AEHR, ABNB. Options I had recently are listed in previous comments
Homebuilders continue to just massively outperform KBH is still trading at 7.8x earnings lololol Insanely cheap
Damn forgot about this one. Although I prefer pure homebuilders stocks, this has Home Depot and other auxiliary plays Just buy KBH LEN TOL etc
TOL KBH LEN PHM DHI These are 10% each in my portfolio
stocks that benefit from lower interest rates are rallying for the foreseeable future...$ZG, $OPEN, $KBH just to name a few.
HOMEBUILDERS ON 🔥 Boomers gobbling up new homes, upward pressure on prices now with rates plummeting Ridiculous move up and still a ways to go on KBH, LEN, TOL, DHI
Anyone no any good tickers to short regional banks? I Shorted VIX on the close Friday. Im permanently short housing TOL / KBH. I like to rollerblade. Wut R your moves tomorrow?
The only companies I have left on my watch list to report earnings are: KBH: 09/20 MU: 09/27 JBL: 09/28 CCL: 09/29
While not in the same industry, KBH beat earnings and had a positive earrings call, yet is still running down/sideways. This market makes no sense, but with COVID protocols done, I don't see why boomers aren't going back on cruises like before.
KBH wondering what it did wrong.... Smash earnings, raise guidance, have six analyst raise price targets the next day, but opens down 3%.
still dont understand KBH. existing home sales dipped too , which to me is bullish for builders. everyone raised price target. wtf
Can you go back for another one and think KBH beat and thusly the calls should moon. My calls about to get wrecked.
KBH faded away after hours 🥴
$KBH | KB Home Q2 Earnings: \- EPS $1.94 (Est. $1.34) \- Sales $1.77B (Est. $1.42B)
Take my rewards from $KBH or $KHB or whatever those home builders are called.
KBH beats....check Confirms guidance check.... My calls still melting....check... No wait.....my calls!!!
Big Beat by $KBH. Turns out people still need places to live.
Please don't hurt me KBH.
Calls on KBH earnings after close
Not much chatter about it (not even on ticker mention list) but just for the record, please don't fuck my KBH calls Mr. Market. I promise, I'll be good.
KBH at new 52 week high....96% owned by the WS mafia.... So buy calls what could go wrong? *This cannot go tits up.....no wait.*
Crappy short summer week in the earnings news. *LEN did good. What say ye regards about KBH?*
KBH should have good earnings
When your financial advisor contacts you around the end of quarter to have a conversation about your 80% portfolio allocation in t bills and tries to sell you his bucket shop's inventory of [housing stocks](https://stockcharts.com/freecharts/candleglance.html?GRBK,TMHC,LEN,PHM,MHO,TPH,KBH,TOL|D|0), don't do it.
The best deal you’re going to be getting is from a home builder if you’re buying. They are offering incentives for financing and rates on top of a new build home. Talking like “4% rate for the 1st year, 5% for the next year and then adjusts to market rates”. Don’t get me wrong, the homes are probably poor build and etc. but you aren’t going to get teaser rates with buying an existing home and that rate is like 6.5% today best case or probably closer to 7% if you’re not well qualified and throwing 20% down. Source: am realtor and got my ass handed to me shorting KBH
LOL tech stocks [https://stockcharts.com/freecharts/candleglance.html?GRBK,TMHC,LEN,PHM,MHO,TPH,KBH,TOL|D|0](https://stockcharts.com/freecharts/candleglance.html?GRBK,TMHC,LEN,PHM,MHO,TPH,KBH,TOL|D|0)
KBH is the move for the first part of the day tomorrow. Today they went up 8% because of the earnings call. They are at 39$ at the moment but are expected to reach 44$ tomorrow. MAKE YOUR CALLS BOYS
Ha that’s a good point I didn’t read it right. I didn’t lose a lot throughout the year but I did lose 14% on STWD (not accounting for dividends) and I also lost on KBH - pretty small position, and I could still lose on ATVI if Microsoft doesn’t buy them, I have a pretty big position there but it’s hedged with (at the time) 2 year ITM calls - I haven’t sold anything else that’s gone down in value though and in most cases it’s all mitigated by calls. I’ve been planning on the market shitting itself since Feb of last year. So my biggest mistakes were not committing when everything said big run ups were happening (not buying back calls, holding way too much cash, etc)
#Ban Bet Lost /u/hallett21 made a bet that KBH would go to 29.0 within **2 weeks** when it was 34.7 and it did not, so they were banned for a week. Their record is now 8 wins and 12 losses ^^[**Discord**](http://discord.gg/wsbverse) ^^[BanBets](https://www.reddit.com/r/wallstreetbets/wiki/banbets/) ^^VoteBot ^^[FAQ](https://www.reddit.com/r/wallstreetbets/wiki/votebot/) ^^[Leaderboard](https://www.reddit.com/r/wallstreetbets/wiki/leaderboard/) ^^- ^^[**Keep_VM_Alive**](https://www.patreon.com/visualmod)
># January 20 RecapUS stocks recovered from losses this week as a tech rally boosted risk sentiment and comments from Federal Reserve officials eased concerns about overly aggressive policy moves.The S&P 500 index rose for the first time in four days, with gains in all 11 sectors, and the tech-heavy Nasdaq 100 recovered and closed in the green for the week. Tthe rise in stocks.* Downside levels: * 395.19* 390.08(20 MA)* 384.96; 388.(200 MA)VisualMod: We're looking at some potential bullishness on SPY here as it tests support around $395.# Scalping Chart - Best on 2 or 3 min. Timeframe /ES Futures Update – Monday 26th April 2021 # Economic Calendar (Times are GMT+1) __________________________________________________________________________________________ What’s happening today? United Kingdom mortgage approvals data coming up later Key Notes Lockdown restrictions continue to ease across Europe Risk appetite returning gradually US Dollar under pressure Gold prices testing multi-year highs Technical Analysis Support & Resistance Levels Upcoming Potential Catalysts The release of UK Mortgage Approvals data next could provide direction Expected move during period is 15 points GBPUSD Short Term (1 hour chart) Source: Refinitiv charts There was further evidence that investor confidence is improving throughout European markets following another positive day of price action seen within equity indices yesterday which sent global stock markets sharply higher once again towards record high territory just below 40k level reached last month while economic growth prospects also appear promising too considering recent vaccine rollout rates reported particularly by EU countries like Germany so overall mood continues being optimistic currently although there still exist certain headwinds including inflationary pressures going forward but these risks might be negated if central banks maintain their ultra loose monetary policies stance over near future nevertheless important key event taking place soon will be ECB meeting tomorrow when new forecasts regarding interest rate guidance update would likely bring more clarity concerning how policymakers plan addressing such inflation fears possibly hinting sooner rather than later timeline expected unwinding QE program maybe helping stabilize bond yields close low single digits region given speculation among investors especially retail traders short term moving averages trend very much pointing northwards indicating continuation uptrend momentum despite slight bearish retracement pullback recently since beginning February where Fibonacci 61% expansion area marked blue horizontal line acted nice floor preventing any significant declines probably due strong fundamentals backing bull case scenario meaning keeping long exposure open should remain best strategy playing out possible breakout upside resistance target located 3800 psychological round figure number handle vicinity structure suggests bulls retaining control immediate downside barrier identified yellow highlighted zone marked 3470 previous swing lows before surge above 200 DMA creating fresh demand orders after holding weekly 50 EMA served good support base buyers using dips enter market aggressively entering positions keep eyes wide open additional confirmation breakout visible candlesticks closing trading sessions consistently end slightly top edge Bollinger Band Squeeze squeeze pattern perhaps signifying forthcoming burst volatility contraction current consolidation range between 3530 3380 lagging indicator Heiken Ashi candles turning red signaling shift downward bias however histogram bars shown divergence against main MACD signal line forms may confirm inverted V bottom reversal pattern forming leading possible rallies anytime soon Fundamental Analysis Traders digest string encouraging news reports released starting off things UPI Global Media Outlet said vaccines play major role containing virus resurgence reopening economies economist Jeffery Schott Peterson Institute International Economics argued chances increasing double dip recession quite slim adding world economy certainly track outperform consensus expectations speaking continued improvement business activity Fed minutes showed participants expecting improvements labor force participation rate well solidify recovery sustainability Research company Markit published Manufacturing Purchasing Managers Index PMI reading 57 7 beating analyst estimate 55 8 showing factory output growing faster pace signaled rising optimism outlook ahead indications suggest worldwide manufacturing sector maintaining upward trajectory corporate earnings releases focus stay fixed stream companies reporting quarterly results included travel industry giant Marriott Hotels MCD McDonald's homebuilder KBH Centene Corp health insurance provider paying dividends investing experts say dividend aristocrats list best portfolio because annual yield returns stability those payouts expect fourth quarter 2020 numbers exceed average estimates Street analysts Wall Street Journal report citing FactSet Data show 72% them beat revenue projections exceeding forecast amount 79 cents share contrast Dow Jones Industrial Average member IBM NYSE IBM scheduled announce financial information upcoming conference call 4 30 pm ET Chinese internet firm Baidu NASDAQ BIDU latest earnings saw profit loss per diluted ADS came 0 21 compared net income 12 1 billion year ago EPS increase 71 smaller China search engine operator had operating margin 46 3%); Adjusted profitability improved marginally reach 29 5%; Revenue 58 676 million better projection 56 278 million representing 23 sequential increase fueled advertisement services e commerce products segments now expects revenues 63 68 74 billion yuan RMB 69 70 75 segment wise core advertising sales grow 18 19 ; Membership subscription service 22 23 daily active mobile app users hit 176M 180 Biden administration issued Executive Order Saturday aimed strengthening supply chains critical goods items related climate change fight addressing vulnerabilities disclosed executive order directed heads federal agencies conduct review identify chokepoints areas increased fragility international logistics
The housing bubble crash is starting. Im a long time poster on both WSB and r/REBubble I’m currently short the five major US home builders, LEN, DHI, KBH, TOL, PHM. They are wildly overpriced for what’s coming. They can’t sell the homes they recently built and have more homes coming online in the next year than ever before, even more than 2008. The cancellation rate for new homes peaked at 50% in 2008, had never got anywhere near that, where half of the buyers walked away from the contracts, forfeiting tens of thousands of dollars in deposits. Earlier this month, the cancellation rate for Q4 KBH reported 68% which blows away the last housing bubble. Still plenty of time to pile into this short.
Is there any reason we shouldnt be shorting home builders like PHM and KBH? Seems like they havent price any if this in…
hey guys, relatively new here, looking for some feedback on these plays im thinking about. TIA 1/27 ATM INTC straddle on their 1/26 earnings 1/2025 LEAPS on INTC - betting on long term US chipmaker - I think US govt can't afford to lose to China/Taiwan on semiconductor market. I don't think there is an appetite to rely on Taiwan, given China's posturing 4/22/23 KBH puts playing their 3/22 earnings - US housing market is a disaster Thoughts?
KBH could not be any flatter. Impossible
I think all of the new home builders are. I’ve been pretty verbal about KBH. KBH had a 68% cancellation rate in some areas. I’m not saying all of housing is going down but we are at the most expensive time to build a new home. Couple that with higher rates, all time consumer debt. These builders are tract home builders. Not custom homes. Custom Homes will be fine because they funded by a higher caliber of client
KBH finally dying. No go to $22 where you belong
I need a flash crash out of KBH soon. They missed earnings, they have a huge cancellation rate, home sales are down yoy and mortgage rates are 3x yoy. What in the god damn fuck!
Lol 😂 you are the only person I ever hear talk about KBH lol