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
>Housing sucks. KBH said housing sucked in June, said buyers of competitors were already underwater then, pointed at Vegas and Tampa as areas of strength ..we know those are now major areas of weakness But...Fed pivot today changes the game
Housing sucks. KBH said housing sucked in June, said buyers of competitors were already underwater then, pointed at Vegas and Tampa as areas of **strength** ..we know those are now major areas of weakness. New home inventory continues to grow, even as companies like Lennar continue to add incentives (homes now 0.85 on a 1.00 basis). New home prices now below used home prices for first time since mid-00’s housing collapse. Delistings going up, cash buyers as % of total buyers going up. Pent up sellers going up, pent up buyers non-existent on a data basis. Tariffs impacting prices on a weekly basis, consumption was pulled forward (Apple says 10% of Q2). Home Depot the single most exposed retailer for tariffs. Plus housing sucks. Plus immigration policy. Plus they’ve already backtracked and lied on Q1 to Q2 statements.
KBH is off of 50 for no reason, HD is off 350. The in-between is prob the sweet spot for peak gains.
Home builders are breaking out lately, even Buffett increased hi position in. $LEN and another I think $KBH
Ah yes. I knew the CFO at Beacon. POS company. Ima buy poots on some of the smaller builders, who will be good short targets: MTH, KBH. But DHI and LEN have more liquid weeklies. They'll move on weakening economic reports, already starting. Don't wait too long.
$KBH Reports Q2 EPS $1.50, consensus $1.47 Reports Q2 revenue $1.53B, consensus $1.51B. "Our second quarter financial performance was solid, with results meeting or exceeding our guidance ranges, as we continue to navigate the current environment. Our team is producing improvements in two key areas, lowering our build times and reducing direct construction costs, helping to strengthen our business," said Jeffrey Mezger, CEO. "Though market conditions have softened, we remain consistent in our focus on optimizing our assets to offer the most compelling value to our buyers, maintaining pricing transparency and enhancing margins and returns. We continue to take a balanced approach in allocating capital, adapting to prevailing market conditions while maintaining our priorities of future growth and returns to our stockholders. Lowers FY25 housing revenue view to $6.3B-$6.5B from $6.6B-$7.0B Sees FY25: Average selling price in the range of $480,000-$490,000 vs. $480,000-$495,000 prior view. Cuts housing gross profit margin view to 19.0%-19.4% from 19.2%-20.0%. Backs FY25 effective tax rate view of approximately 24% and ending community count of approximately 250.
why is everybody thinking KBH puts?
what's your reasoning behind WBA and KBH puts? WBA is already super low as is, although the IV is super low, worth doing a lotto
PUTS: BB, WBA, and KBH MU might trade down or sideways, as it's up a ton since April lows.
Why should I not sell LULU 255c 7/11, as many as they will let me? For what reason? Also considering selling KBH calls, around the same date and around the same distance from the money. All naked, of course, with very little cash to back it up. I'd be fucked for real if they went ITM, like bankruptcy fucked.
Puts on KBH & GIS. Calls on BB & MU.
KBH calls, MU puts obviously
KBH hones have earnings in 2 weeks. Buy calls. They are going to kill it on earnings. 20x play by earnings
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