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Trump Admin Announcement pending, which Homebuilder Stock do you prefer?
(LEN) Lennar Q4 2025 Earnings Call | Live Transcript at 11:00am ET
Housing prices will fall 50% next year, $LEN puts
Home prices will fall 50% next year, $LEN Dec. 2026 puts
Student with 80,000 dollar buying power, what to do?
Stop following Buffett like a sheep: the math called LEN 74 days before his filing
Barclays said small-caps—especially value names—and homebuilders could be hit hardest if the Fed delivers a hawkish surprise at Jackson Hole
Berkshire Buys UnitedHealth Shares, Lifts Veil on 3 Mystery Stocks
Major Bear Market Inevitable by October - why
💰 $APPS calls & $LEN puts – $13.8K In, $30.6K Out 🔥 (+121%)
My high conviction companies for the next 3-5 years
IT STARTED SHOWING IN AIRLINES, WILL SPILL INTO REAL ESTATE AND THEN BANKS.
Decline in U.S. business travel, leisure , medical tourism, shopping tourism, and international students on Real estate stocks
Homebuilder sentiment goes negative for the first time in 7 months, thanks to higher mortgage rates
Shorting residential home builders because of high mortgage rates. How it is going?
Why are residential construction stocks like $LEN and $DHI shooting up?
They say there is housing shortage. They say home builders will only go up. $DHI $LEN $PHM $KBH
Earnings for the Week of June 20, 2022
What is the common factor of all the S&P 500 stocks that are crashing? AMZN PYPL NFLX etc
Any tips on how to recover when you are down 35%+ on your capital? And feel as if it could take years before you ever return to break even.
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?
U.S. home builders less optimistic due to high inflation and supply woes
Lennar earnings are probably going to break records, but it’s not without risk of outside factors.
[DD] $LEN - earnings run-up play for a non-meme WSBer
Enough with the techno mumbo jumbo A Fundamentalist Analysis of UWMC - Why I'm doubling Down
Mentions
not today but tomorrow sell a straddle on LEN, close next morning after earnings for 95% gain
Only two earnings lottos this week. FDX and LEN. Buying FDX 285 and the LEN 70's..
earnings this week is weak as fuck, still gonna try and sell FPS and LEN though cause i'm a degenerate gambler and need something to do
think i'm going to play that and LEN this week. sell far out straddles before close right before earnings, close first thing in morning for pennies.
A lot of the quality paying dividend are in cyclical industries. So the key is to buy up during the trough phase of the cycle. This gets you a stronger yield as you wait for the next cycle to peak. You are never going to time it perfectly but that is not my point. For example bought oil dividend stocks 2 years ago sold last month once the Iran war stimulated rotation into that sector. Quality Pharma and Medical device companies were cheap as hell at the beginning of this year, now they are running up as a flight to safety. Currently is the time to be considering consumer staples and home builders such as MKC , MZTI, CAG , GEN, HLN, PG, LEN, ETC... TLDR: you can make both strong dividend yield and real returns by buying well capitalized companies during the downward trend of their respective cyclical industries.
Am I tweaking or do DHI and LEN look like they're in the late stage of a compression and about to pop?
LEN signing an agreement with OPEN. Anyone who purchases a new build house from LEN will get an offer from OPEN on their old house. Nice way to bring customers into the pipeline for OPEN.
Zero semis. been trading BA, BABA, HD, PFE, AMZN, CRM, WMT, F, LEN and other stuff. Ive traded the SOX short and long, but sure ain't holding semis
what are you buying expecting housing to go up? I am already in HD for long term. need a few others and maybe LEN
Closed today: NAVN calls and ORCL puts Opened Today June 11 - Puts: RH • LEN Note: I also think ADBE puts, but IMO already too priced in and obvious, so not taking a trade on ADBE this time. Disclaimer: how should I know?
That would be interesting. My PFE and LTC boring divi stocks did well too, actually most of my stuff. I missed most of the semi rally which I hate, thought this war thing and oil would be fixed so housing and HD, and LEN , etc might move. Nope...just semis every damn day. I shorted them cuz I hated them
Berkshire is bullish on US housing by buying Lennar (LEN). Seems like a weird play to me but I’m just a retard on the internet
Talk to a private bank if you are at $1 million net worth or greater. Some have funds which they run that allow people with concentrated positions to diversify without liquidating. Basically you join their existing diversified fund by pledging your concentrated position to the fund and everyone who is part of the fund, yourself included, gets the benefit of greater diversification while avoiding the tax hit. Example. Joe has a huge position in AAPL, Mary has a huge position in LMT, James has a huge position in JPM, Sam has a huge position in UNH, and you have a huge position in LEN. You all join together in a single fund with all your individual positions and benefit from the diversification.
I told y'all for ages oil was a short. Best day of the year in my portfolio. was short USO (covered), long LEN (rotataed to XHB today), PTLO
Correction: There is currently no known vaccine for HIV. You are referring to lenacapavir (LEN) and pre-exposure prophylaxis (PrEP), which have be taken twice a year in order to prevent new infections.
High level regards short NAIL and long DHI, PHM, and LEN.
Closed Today: DSGX calls Opened Today: - Calls: TBCH - Puts: RBRK • ADBE • S • LEN *Adviso: do noto tradeo withouto diligencio*
Everywhere!! HD, LEN, GOOG, AMZN, ELF, CLF, BA, RH, NKE, META. Are you waiting for 80% off???? Oh, once they go up 30% then you'll fomo buy like everyone else
Lennar homes (LEN) took a stake in open door (OPEN). It's all stock, worth about $83 million at current prices. Interesting move ...
HD, LOW, DHI, LEN, NVR all reporting within 3 days of each other - that's like $500B in market cap dropping data on the same cycle. Smart money's definitely positioning ahead of this, just look at the options flow on homebuilders last week.
From a market lens, this reads more like “cap future buying, not force sales.” The marginal impact is on single-family rental operators and related REITs (e.g., AMH, INVH, Tricon), where premium multiples could compress and funding-driven growth gets harder. While institutional ownership is \~1–3% nationally, in tight-inventory, high‑concentration metros, fewer marginal buyers can still shift volumes and price dynamics. For homebuilding and home improvement, near‑term demand/pricing could soften; medium‑term outcomes for builders (DHI, LEN, NVR) hinge on mortgage rates and credit conditions if owner‑occupier demand improves. Execution risk is high (the President can’t legislate alone), so prices tend to react first, with the path depending on Congressional action and definitional carve‑outs (what counts as “institutional” and “large”).
I like OUST and LEN for underdogs
LEN stealing people's sunshine ☹️
My LEN calls are fucked
- Calls: JBL WOR - Puts: GIS LEN
If mortgages drop more and come to 2020 levels or even a little higher, people will buy like crazy, that’s a fact and could see a boom, and definitely add LEN to that portfolio if you believe in the thesis.
$LEN with big dark prints tonight, has to be news
#TLDR --- Ticker: LEN Direction: Down Prognosis: Buy Dec. 2026 Puts DD: [deleted]
#TLDR --- Ticker: LEN Direction: Down Thesis: Some lady says the housing market is going to crash 50%. Prognosis: Buy July 2026 Puts
#TLDR --- Ticker: $LEN Direction: Down Prognosis: Buy Jan 2026 $100 puts Catalyst: An analyst who ran a major mortgage servicer through the 2008 crisis predicts a housing crash "worse than 2008," with a potential 50% drop in home prices.
#TLDR --- Ticker: $LEN Direction: Down Prognosis: Buy Jan 2026 $100 Puts Guru: Melody Wright (The actually good Michael Burry) is calling for a 50% housing crash.
I bought shares -it was one of my first investments. I have added to the position. Because I owned NVDA at times I would trim. After a spectacular ER a year ago I sold Lennar to buy more Broadcom. I am biased- I even wrote a post long ago where I bought call options on the stock when it had a 3% yield. Lately I sold into strength. If you are playing with house money you care less. I will always keep shares I bought long ago. My first positions were TSLA, AVGO, LEN, BRK and bitcoin. I own no Tesla right now but I own it through ETFs.
My personal portfolio principle is I have 90% in diversified ETFs (about 70% in S&P 500 and 20% in other ETFs like international markets, energy, real estate, robotics, whatever sector you feel is strong/strong future). And then the last 10% have some fun with individual stocks. I have some big tech, some real estate (I personally have LEN and MRP), and some other AI stocks that are more niche that I’m making small bets on with the chance of big payouts. Kevin O Leary’s rule is never have more that 5% of your portfolio in one individual stock.
Not using electricity like UNH, POOL, CVX, and LEN. He did get pumped and dumped by ULTA lol
That's the point. MRP already had the run but LEN is about to get a boost from the lower rates (borrow money, lower mortgage rates, more affordable housing). Exchanging into stock with already big run up while abandoning one yet to take off (especially after Buffet took a stake) seems like buying high at the top for MRP.
Please advise. I have no clue. I own 70 LEN and 35 MRP and neither performed too great while in my position. What criteria do you base your action on?
And spreads are wide so in and out is a no no. Looking at LEN leaps right now.
$LEN was given $8B by Trump as part of is housing policy.
Maybe watch LEN and BLDR because of these building tariffs or high vol plays with ISRG and SNPS
After interest rate cuts home builders are going to have fun . $LEN
10 LEN C $130 1/16/26 $10 Lennar is a slow company. Selling homes takes a while. Once supply is shifted around a bit, we'll start to see this thing take off. My price target is $145 dollars by January
Buying leaps on Lennar (LEN) I was already on the internet positing that a deal with Lennar could do big numbers for both parties. It's already happening. The numbers look good, and an expansion to the Lower 48 states gives OPEN the ability to sell WHEREVER new homes are built. We are a single Trump tweet, Trump rant, Trump bill from a housing market revival. Follow me here. Lennar doesn't have the tech background to engage customers, but OPEN does. OPEN can build out the social media/tech marketplace that will engage people looking into buying homes. The median age of homes is 44 years in the United States, give or take a few years. The housing stock in the US, especially the Northeast is really bad. I can tell you right now, I am house shopping and I refuse to buy anything built before 1991. It's HARD. Homeowners are getting lower rates to refinance, which will allow a lot of the housing stock in the US to finally get fixed up and upgraded-- but my feeling is zoomers and alpharians are not going to want to buy some shithole dump that is "allegedly" a multi-million dollar property. They strike me as uniquely cynical as a generation. They would seek to avoid that unless they are trying to project wealth and fit in. That leaves the only real option left on the table. Lennar has the Warren Buffet seal of approval, and there is some news brewing on the real estate front that could make this stock exciting next year
Yeah this company is NOT OPEN NGL OPEN IS STILL MAKING ME MONEY. I'M DOWN ON THIS SHITTER I should have not greedily bet on LDI when I was already up on other real estate. I've since rotated into Lennar (LEN). It's on a downtrend right now post rates, but a lot of news is going to converge for them. They are partnering with OPEN and received $71 million dollars from that partnership last year. This number is huge. If OPEN can double or triple those numbers on a good year for housing, we are going to see a rapid appreciation to $17 and then $32. What's important for OPEN to focus on is ripping the bandaid off and going all in on replacing real estate agents. Without working tech, in the AI Era, this company is failed. Go big, go hard, go wide.
I just got $LEN! House builders will have better earnings after lowered interest rates 🚀
Just announced a deal with LEN. Nowhere near dead. If that even moves 5% more in inventory, this stock is shooting up
Buy OPEN and LEN Housing market going offff
Got fucked by penny stocks, FDX puts, and LEN calls all in one day Is OKLO next?
Mad that I chickened out at sold my LEN puts too early. I thought the housing market stocks were going to keep being regarded
LEN is a garbage company to take for earnings. 9 out of the last 11 earnings it’s gone down. Buffet has been on a losing streak in buying. Lennar is one of his many recent losers.
Maybe the inner inner circle will save my LEN calls tonight.
from their website: “MIAMI, Sept. 4, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B), one of the nation's largest homebuilders, announced today that the Company will release earnings for the third quarter ended August 31, 2025 after the market closes on September 18, 2025. Additionally, the Company will host a conference call on September 19, 2025 at 11:00 a.m. Eastern Time.”
LEN investor relations team working overtime to explain the losses or what?! 😂😂
Maybe LEN sold their OPEN stake at $10 so that had to adjust their earnings for subsequent events disclosure?
LEN taking their sweet time with earnings
Is LEN just not going to report? Lol
Is the calendar wrong or is $LEN hiding something
LEN 135p 09/26 Earnings gonna suck
sold $190 FDX put for $400.. happy to buy it there...premiums were too high to buy calls.. also sold $125 LEN put for $500, happy to buy if I get assigned
**TODAY:** Closed CBRL puts for small profit too soon... it was going over VWAP... oh well, should have stuck to the "pre--market knows all" and held or something. Closed BLSH calls for a nice profit this morning, near high of day. Opened SCHL calls, but then just closed them for a profit today, instead of waiting for tomorrow. Opened OTM calls on FDX and LEN. For FDX, it's at demand zone, so downside is mostly priced in—any upside surprise should be a nice pop. Similar for LEN. Or they stay near zone and IV crushes and they expire worthless LOL. Surprises help reduce IV crush. And surprises are fun *Gambol*!
Thinking LEN calls for today.
Calls on LEN are cheap. Look at their core strategy. As long as they make eps, with a competent guidance, assured by Bufet's investment. Could be solid.
What about LEN? puts?
No one talking about Lennar and the administration housing pump? Mortgage rates dropping. I am goin calls LEN$
How's that? I'm looking at put action right now for oct on LEN
LEN being already interest cut sensitive could really benefit if we turn bullish next week.
what we think of LEN
More importantly, I assume your holding $LEN. What is your prediction based on earnings next week and rate cuts? You see LEN in $160s or $120s?
I have DE, LEN, HD & KRE puts open right now. If you’re somewhat bearish on *parts* of the economy, these are very good choices. Deere - holder of many souring loans, impacted badly by tariff policy on both ends of supply/demand, impacted poorly by immigration policy as well, a traditional cyclical that now looks materially weaker than rival (CAT) and simply trades at a huge premium for no reason. Lennar - it’s simply the weakest looking home builder in a crashing housing market. It’s impacted poorly by policy. They gave up margin to keep sales flowing. Execs *HAVE NOT* sold shares. Pretty much the only ticker related to housing where execs have not dumped. I think, under the hood, it could be so bad that that’s the reason they have not dumped. Home Depot - trades too high, impacted poorly by admin policy, housing crashing. This one is the biggest softball of bunch for just an immediate and quick 10-15% pullback. KRE - regional banks are extremely fragile and have been pumping for no reason. PNC had to swoop in and pick up a FAILING BANK over the weekend. While Home Depot is the most obvious for what you see on the surface.. regionals is the most obvious if you’ve deep dived how bad those CRE and re-performing loans look 👀 Now we know we’re seeing less workers. Their books look worse and worse every day. If you want financials/bank exposure in your port, there is literally not one reason to own a regional except for the fact you might drive pass the logo on your daily commute. Shit is bad bad 👀 These and other hyper-inflated NON-TECH stonks are the tickers that need to come down the most if we are to avoid some larger, broader collapse in the coming months.
I believe I own all of the OI on my LEN Jan puts 🤣
I picked up some selective puts at EOD (LEN, DE, KRE, HD) Am I fucked? 🤔
I'm just joking around. Have been watching OPEN since LEN bought a piece of it in 2018 and trading it since it went public in 2020. 😬
DHI calls, LEN calls, RKT calls, FMCC calls. Eyeballing CWST and EXE for further pullback. But my outlook overall is CALLS on those two as well
Home builders are breaking out lately, even Buffett increased hi position in. $LEN and another I think $KBH
The gain is what matters. Good job. Lot of people were delusional and thought Buffet wouldn’t buy UNH, but UNH and LEN fit his profile perfectly. I went with LEN.
Lost in all the UNH news Jimmy Buffett also bought LEN load up on teal estate sticks
Berkshire Hathaway adds [$UNH](https://x.com/search?q=%24UNH&src=cashtag_click), [$NUE](https://x.com/search?q=%24NUE&src=cashtag_click), [$LEN](https://x.com/search?q=%24LEN&src=cashtag_click), [$DHI](https://x.com/search?q=%24DHI&src=cashtag_click), [$LAMR](https://x.com/search?q=%24LAMR&src=cashtag_click) in Q2. UNH belongs to those tickers.
UnitedHealth, $UNH - Nucor, $NUE - Lennar, $LEN - DR Horton, $DHI - Lamar, $LAMR - Allegion, $ALLE Cut Apple
Warren initiated positions in DHI, LEN, NUE, LAMR, and ALLE, as well as UNH, last quarter.
Buffet picks UnitedHealth, $UNH - Nucor, $NUE - Lennar, $LEN - DR Horton, $DHI - Lamar, $LAMR - Allegion, $ALLE
Homebuilders might benefit as well with lumber tariffs, etc. (I do own LEN and DHI.)
This is a list of companies where EV>Market Cap. Go, make a killing! Symbol | Company Name | Security Price | EV/MC | Enterprise Value | Market Capitalization ---|---|----|----|----|---- LEN/B | Lennar Corp | 108.79 | 909% | 32,177,698,690.00 | 3,540,000,000.00 CZR | Caesars Entertainment Inc | 28.66 | 490% | 30,436,440,000.00 | 6,210,000,000.00 CAR | Avis Budget Group Inc | 207.55 | 453% | 33,092,648,000.00 | 7,300,000,000.00 AAL | American Airlines Group Inc | 11.46 | 441% | 36,849,219,080.00 | 8,360,000,000.00 SATS | EchoStar Corp | 29.84 | 392% | 33,330,229,100.00 | 8,510,000,000.00 AES | AES Corp (The) | 13.8 | 389% | 38,552,997,520.00 | 9,920,000,000.00 MGM | MGM Resorts International | 37.36 | 385% | 40,117,559,830.00 | 10,430,000,000.00 WBA | Walgreens Boots Alliance Inc | 11.59 | 383% | 38,180,802,120.00 | 9,980,000,000.00 F | Ford Motor Co | 11.26 | 371% | 167,810,127,620.00 | 45,250,000,000.00 RCI | Rogers Communications Inc | 34.46 | 345% | 51,214,852,120.00 | 14,840,000,000.00 GM | General Motors Co | 52.34 | 312% | 157,715,580,000.00 | 50,580,000,000.00 EIX | Edison International | 51.42 | 309% | 62,125,157,200.00 | 20,120,000,000.00 BN | Brookfield Corp | 67.45 | 307% | 342,558,066,800.00 | 111,760,000,000.00 PCG | PG&E Corp | 13.85 | 297% | 89,567,215,050.00 | 30,170,000,000.00 GS | Goldman Sachs Group Inc (The) | 719.18 | 288% | 633,928,592,000.00 | 220,160,000,000.00 JEF | Jefferies Financial Group Inc | 57.03 | 282% | 33,134,446,880.00 | 11,770,000,000.00 CHTR | Charter Communications Inc | 380 | 274% | 150,571,312,040.00 | 54,990,000,000.00 HEI | HEICO Corp | 320.4 | 264% | 46,747,070,480.00 | 17,700,000,000.00 MS | Morgan Stanley | 142.5 | 248% | 564,318,580,000.00 | 227,250,000,000.00 FOXA | Fox Corp | 56.27 | 238% | 28,734,163,210.00 | 12,090,000,000.00 BNS | The Bank of Nova Scotia | 56.71 | 231% | 163,145,082,770.00 | 70,660,000,000.00 BCE | BCE Inc. | 24.43 | 228% | 51,757,099,000.00 | 22,680,000,000.00 ES | Eversource Energy | 66.41 | 221% | 53,857,137,590.00 | 24,380,000,000.00 CM | Canadian Imperial Bank of Commerce | 73.76 | 217% | 150,074,178,300.00 | 69,190,000,000.00 GOOG | Alphabet Inc | 193.2 | 215% | 2,260,974,050,000.00 | 1,050,000,000,000.00 EXC | Exelon Corp | 43.735 | 206% | 90,592,677,150.00 | 43,900,000,000.00 EMA | Emera Inc | 46.65 | 205% | 28,684,163,100.00 | 13,960,000,000.00 FE | FirstEnergy Corp. | 41.4 | 204% | 48,396,055,640.00 | 23,770,000,000.00 WBD | WARNER BROS DISCOVERY INC | 13.5 | 201% | 66,332,630,000.00 | 32,930,000,000.00 FTS | Fortis Inc | 49.06 | 201% | 49,279,126,900.00 | 24,560,000,000.00 DUK | Duke Energy Corp | 119.75 | 195% | 180,799,270,000.00 | 92,890,000,000.00 VZ | Verizon Communications Inc | 43.08 | 192% | 347,069,440,000.00 | 180,620,000,000.00 D | Dominion Energy Inc | 58.75 | 190% | 94,338,370,000.00 | 49,680,000,000.00 EVRG | Evergy Inc | 69.77 | 190% | 30,353,911,750.00 | 16,000,000,000.00 TRP | TC Energy Corp | 47.57 | 187% | 93,722,828,400.00 | 50,030,000,000.00 CVS | CVS Health Corp | 58.75 | 187% | 146,548,700,000.00 | 78,240,000,000.00 CCL | Carnival Corporation & Plc | 29.78 | 186% | 66,832,880,000.00 | 35,890,000,000.00 CNP | CenterPoint Energy Inc. | 37.84 | 184% | 44,517,226,240.00 | 24,230,000,000.00 DTE | DTE Energy Co | 139.02 | 181% | 52,019,485,720.00 | 28,670,000,000.00 AEP | American Electric Power Co Inc | 108.97 | 180% | 104,625,251,110.00 | 58,150,000,000.00 TU | TELUS Corp | 16.52 | 180% | 45,358,323,400.00 | 25,250,000,000.00 CMS | CMS Energy Corp | 72.89 | 179% | 39,053,399,000.00 | 21,800,000,000.00 GOOGL | Alphabet Inc | 192.17 | 177% | 2,245,415,650,000.00 | 1,270,000,000,000.00 ENB | Enbridge Inc | 45.46 | 176% | 174,407,960,700.00 | 99,160,000,000.00 HEI/A | HEICO Corp | 251.49 | 175% | 37,177,816,080.00 | 21,240,000,000.00 DOW | Dow Inc | 25.07 | 175% | 37,493,398,940.00 | 21,470,000,000.00 XEL | Xcel Energy Inc. | 72.78 | 175% | 73,002,657,500.00 | 41,820,000,000.00 NI | NiSource Inc | 41.9 | 174% | 34,201,464,420.00 | 19,620,000,000.00 VG | Venture Global Inc | 14.46 | 174% | 62,221,200,000.00 | 35,720,000,000.00 AEE | Ameren Corporation | 100.04 | 173% | 46,697,376,000.00 | 27,010,000,000.00 ETR | Entergy corporation | 88.15 | 172% | 67,687,869,880.00 | 39,330,000,000.00 SRE | Sempra | 80.46 | 171% | 88,527,009,400.00 | 51,770,000,000.00 ED | Consolidated Edison Inc. | 102.05 | 170% | 62,774,000,000.00 | 36,950,000,000.00 T | AT&T Inc | 27.92 | 168% | 336,290,845,500.00 | 199,680,000,000.00 OXY | Occidental Petroleum Corp | 44.63 | 168% | 73,511,702,000.00 | 43,730,000,000.00 CMCSA | Comcast Corp | 35.37 | 168% | 224,510,389,630.00 | 133,630,000,000.00 GPN | Global Payments Inc | 83.05 | 168% | 34,360,400,800.00 | 20,460,000,000.00 C | Citigroup Inc | 95.39 | 168% | 296,543,991,000.00 | 176,710,000,000.00 DG | Dollar General Corporation | 107.75 | 167% | 40,208,005,840.00 | 24,040,000,000.00 SO | Southern Co (The) | 95 | 165% | 172,346,102,150.00 | 104,550,000,000.00 QSR | Restaurant Brands International Inc | 70.02 | 164% | 38,325,527,060.00 | 23,310,000,000.00 PPL | PPL Corp | 36.58 | 163% | 43,913,518,340.00 | 26,970,000,000.00 OKE | ONEOK Inc | 82.01 | 163% | 82,912,287,090.00 | 51,010,000,000.00 WEC | WEC Energy Group Inc | 109.54 | 159% | 55,256,080,020.00 | 34,800,000,000.00 UAL | United Airlines Holdings Inc | 89.73 | 159% | 46,443,414,860.00 | 29,280,000,000.00 NEE | NextEra Energy Inc | 71.97 | 158% | 237,064,380,000.00 | 149,910,000,000.00 FDX | FedEx Corp. | 236.51 | 158% | 88,422,329,600.00 | 56,120,000,000.00 UBS | UBS Group AG | 38.21 | 156% | 199,079,508,960.00 | 127,410,000,000.00 KHC | The Kraft Heinz Co | 28.78 | 155% | 53,222,600,000.00 | 34,250,000,000.00 SBAC | SBA Communications Corp | 235.12 | 155% | 39,508,700,480.00 | 25,460,000,000.00 KMI | Kinder Morgan Inc. | 27.42 | 154% | 92,035,643,080.00 | 59,570,000,000.00 HCA | HCA Healthcare Inc | 341.48 | 154% | 131,097,712,850.00 | 84,990,000,000.00 SW | Smurfit Westrock Plc | 48.03 | 154% | 38,377,815,990.00 | 24,960,000,000.00 GIS | General Mills Inc. | 50.95 | 154% | 42,739,348,000.00 | 27,810,000,000.00 MPC | Marathon Petroleum Corp | 171.31 | 153% | 83,184,860,000.00 | 54,540,000,000.00 PEG | Public Service Enterprise Group Inc | 86.93 | 152% | 65,887,330,000.00 | 43,250,000,000.00 AWK | American Water Works Company Inc | 140.51 | 152% | 42,045,160,680.00 | 27,670,000,000.00 LYB | LyondellBasell Industries NV | 60.7 | 150% | 32,502,362,900.00 | 21,600,000,000.00
Jesus your predictions suck....you are literally a list of horrible predictions that won't happen. Lets see: * 9 month ago you said [RDDT was going to tank](https://www.reddit.com/r/growth_investing/comments/1gfz7e1/reddit_looks_like_its_going_to_tank/)....its up 87% * 9 months ago you predicted gold reaching [$4000 was highly likely](https://www.reddit.com/r/investing/comments/1gh95em/barrick_and_newmont_signaling_local_top_in_gold/) * then you predicted gold would not....... * 9 months ago you claimed that 10 years of trading, Gold would: * [Top out at $3,000](https://www.reddit.com/r/investing/comments/1gl4aww/goldoz_down_as_predicted/) * Enter a 10 year bear market * Gold was trading at close to 2700 $/oz....it's now trading at $3,339 $/oz today * 9 months ago you made a call to [buy LEN trading at around $173](https://www.reddit.com/r/investing/comments/1gl4mf6/bought_more_len_lennar_at_these_levels/)..... 37% loss * It trades at $109 today * during October it hit a high of $180 and a low of $160. No matter where you bought it that month you would have lost money on your prediction * 9 months ago you made a call that [Boeing would reach $130 per share](https://www.reddit.com/r/ValueInvesting/comments/1ghcz9q/boeing_is_going_to_130_or_less/). * Boeing Trades at $230 a share today * ChatGPT says this "October 2024 through July 2025), Boeing has remained **well above $130/share**, even at its lowest during that span"
If its still owned by Lennar, I'd buy LEN calls before I'd buy this POS.
Started a position in LEN, DHI, and NAIL last week. Might be a bit early but I think the 2nd half of this year they should do well.
You want to further short the housing market? How low you think it’s going? I am more likely going other way. HD, Lowe’s and TOL or LEN. BLDR also. As for number 3, I am taking opposite side of trade. I also don’t think tariffs end up being the impact people think. Where is the early evidence of that?
Lennar (LEN), D.R. Horton (DHI): May see a rush in demand before energy-efficient new home credits expire mid-2026.