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Companies that have continuously grown both revenue and earnings each of the last 10 years?
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LGIH. I have lost money because I bought high. They don’t pay a dividend. But I still own it. Maybe I will buy more shares. I also like dream finders homes which I found by accident while reading Boston Omahas shareholder letter/report a few years ago. They are based in Florida and build in sunbelt states. They don’t pay a dividend either.
Good to know - its my favorite HB at current prices. LGIH is entry level homes, so we could have some legislation for 1st time Home buyers - low mort rate provided by tRump?
$LGIH congress members buying… making smaller homes which is the key to actually solving the crisis (not that it means anything IRL)
Housing - Builders and Materials: ITB, QXO, DHI, LGIH Manufactured: SKY CVCO UMH ELS If portable mortgages or 40yr mortgages or lower rates hit: RKT Z COMP Look up road to housing 2025 and bessent/trump’s housing emergency declaration they floated. I think we’ll likely see a rate cut in a few days and then we need road to housing to pass the house. From there I think we’ll see the housing emergency declaration. I like manufactured housing because there is a lack of construction workers to build even if supply is incentivized. If road to housing hits it could work out very well. Unrelated but Cathie just spoke about housing potentially being a great 2026 trade https://youtu.be/S0FHyju1iRs?si=Vyg0zG-_WEyd-fka
I love PFE, especially with that dividend. I already own alot. Would likely buy more if it dips further. Some of my other favorite plays (all at long-term multi-year holding windows): - CMG: This one just always produces. It just had a monster earnings report and sold off for some reason - EWW: Mexico ETF sold off on the new corrupt president. Glad to get in on the cheap. Favorable demographics (age distribution) + nearshoring are someday going to make Mexico the next economic powerhouse. The anti-capitalist leadership will likely hold back much of what "could have been", but there's too many favorable conditions in play for that to hold it back permanently. - VNM: My "lesser" international play. I don't have as much faith in Vietnam as Mexico, but the demographic curve is definitely there as well. And their labor is dirt cheap - VALE: Too much value here, especially if their dividend is maintained. Tends to be cyclic...I'll get in on the bottom - IWM: had a bit of a run, but still cheap. Smallcaps are still cheap - LGIH: somehow didn't participate in the homebuilder run-up...good value here in a sector that is guaranteed to produce with rates falling in the near term - TAN (or any other green index): Green stocks are stupid cheap. Similar to above, they're going to be a good investment in a declining rate environment, AND the Inflation Reduction Act just dumped a ton of govt cash their way
~12 according to fintel, same source as for $LGIH 🤔 But yes, I think so too: And there is this: A Bloomberg article - internationally renown - publishing this, with tickers, nicely timed with the newly released Netflix movie, "Dumb Money" and the hot action going on... I think this might have explosive potential 💥
https://www.bnnbloomberg.ca/homebuilder-shorts-are-ripe-for-a-squeeze-with-rally-gaining-strength-1.1999761 $LGIH looking juicy, with 14.45 days to cove
KBH are the first home builders to report earnings if I remember correctly (yeah I’m pulling that from memory 😆). You also have BZH, LGIH, DHI, MHO, LEN, TOL, …. And there are even some other companies loosely affiliated like LL.
I guess so. I sent my research for housing shorts to them last night after loading up on some puts. Now nothing and stocks are dropping $DHI $LGIH $LEN
Let's see how this goes. I want to be right, not meltdown right. I was expecting a sell off in MBS bonds due to QE schedule change to $20B MBS purchases this month, down from $30B. All these builders are exposed due to margin pressure when mortgage costs rise. Tilray puts just cause you stoners have paper hands Tickers $LEN, $DHI, $LGIH, $TLRY
Puts XHB, LEN, DHI, LGIH I think Homebuilders are going to struggle in 2022. Fundamentals shifted, just my Opinion
Closed my qqq calls. Done for the week. Holding puts on LGIH and TLRY jan21 into next week
XHB puts Short LEN, KBH, DHI, LGIH, PHM Consumer is wrecked if you can't tell
Look at the spike in short interest on homebuilders today. LGIH, HOV, PHM. It's happening fast.
Shorted HOV and LGIH. Wages flat. Housing up 20%. No new construction home buyers when mortgage rates get to 4% as MBS taper hits rates. Target exit date Apr 22
Slowly adding more to home builders (currently own LGIH, KBH, MHO). Nothing special about em - they're just pretty cheap. From a macro standpoint, I think there's a slight tailwind overall: **Positive Macros** Lending rates still near historical lows. Demographics: America's largest age cohort is entering their [early-to-mid 30s](https://upload.wikimedia.org/wikipedia/commons/thumb/3/32/USA2020dec1.png/1280px-USA2020dec1.png) Speculative, but I think the high price of other assets, and the struggles of the Chinese real estate market could help real estate investment in the US. **Negative Macros** Rates expected to rise. Continuing shortages of supplies and labor and higher associated costs for both.
Currently long LGIH and KBH, while eyeing some other names like DHI, LEN and CCS. To be clear, I'm in these names for company-specific fundamental reasons like low P/E against moderate growth. My macro predictions tend to be a coinfilp, but cheap stays cheap regardless of the hows and whys. From a macro standpoint, I'd expect a pretty neutral environment. Rates stay low. Input and labor costs may rise, but get largely get passed on to the consumer. I think any softening demand will be more than made up for by domestic Chinese buyers looking elsewhere for real estate investment.
I loaded up hard on US home builders Friday and Monday. They are printing money and have been growing profits and revenues for years straight. Right now market is pricing the as if they will not continue like this, PE 6-8 for growth! My top picks CCS DHI MTH MHO LGIH
Might be interesting to ask what's the most undervalued stock you *don't* currently own. For my part, there's a lot of home builders with P/E under 10 and decent growth prospects like DHI, LEN and KBH. Don't own any of these, but do own LGIH.
Working on an MBA I use gurufocus.com as a fundamentals screener. I went for value, growing EPS, and industries that I think are growing more or less. Importantly, all are earning AT LEAST $1Bn INCOME ANNUALLY. Finally Zaks rank 2 or 1 and mouth watering moving averages that keep increasing. The lines look nice on these bad boys. If I’m right, the market will wake up and take a look at who is ACTUALLY MAKING MONEY. These stocks by market cap rank around 200. But I think if they continue to grow as planned they will start to really catch eyeballs soon. Curious what your research shows. Bullish on housing and semi conductors. And Singapore wealth. BBWI, KLIC, ATKR, AMAT, REGN, BLD, PWR, LGIH, HLI
Great insight. LGIH looks solid, but they have 25m shares outstanding, not $25m. Not necessarily low float, and I'm skeptical it could run-up. I think the housing relating stocks are really hot right now and as a result the liquidity is through the roof. My DD, which would have caused probably a 20% run-up on a SMELLy ticker, moved KBH like 2% or something non relevant.
This is a great writeup and I hope the action after earnings didn't deter people from buying shares. Buying options are risky on this thinly traded stock so after today's dive I sold $45 CSPs for Aug 20. The save dive happened after Q1 earnings and then the market realized "oh shit, there's a housing shortage and the market is still super hot." One thing I would say as cautionary is that states KBH operates within are notoriously difficult to get permitting for housing. So it naturally slows the build process and thus you get less volume. Earnings were probably better than expected because the national home builders actually stockpile lumber and copper and so when the futures market exploded they could tap reserves and ignore the volatility. The revenue numbers are more concerning, but in the end, this stock is off its mkt cap highs and can rally long-term. Have you, or anyone reading this, looked into LGIH? They build multi-unit housing in FL and TX (notoriously easy permit application) which are both seeing inflows of residents. I like the play not just from a rotational perspective, but also because 99% of the float is owned by institutions, they have 9% SI, and only have $25mm shares outstanding. It could see a pretty fast runup once retail tries to pile in.
Home prices are soaring. This means huge profits for the homebuilders. Almost all of them are strong buys. The best are PHM, MHO and TPH. Also very strong are LEN, DHI, LGIH, MTH. You can't really go wrong with any of these. Buy now for big profits.
That’s an awesome breakdown. I’m IN! My brother in law worked for LGI Homes (LGIH) in FL, they went from lows in the $30’s April 2020 to almost $155 now. Insane. I should have bought a thousand....
LGIH just gave up 80% of my gains on the last two days lol
$LGIH is a much better play, basically a mini DR Horton with a better sales model and growth potential
You should check out PHM and LGIH, which are in the mid and then entry markets as well
LGIH as a homebuilder play. Mid-cap company that recycles blueprints to make entry-level homes at relatively affordable prices. The more they scale (meaning the more homes they build), the greater their cost efficiencies. Their home ground is in Texas and I wanted to be exposed to the relocation trend out of cities. Share price has been running hot, but I'm still invested because I believe there's more upside to be had from the housing boom.
$HOV $LGIH New housing hot for another month at least.
LPX DHI LGIH UFPI LEN LENB MHO CCS KBH LOW HD Other than those, no. :-). But check out the charts for those.
I think their true cash flows rest in their ability to contract with homebuilders to build new homes at a discount because of in bulk purchases. With their current...current ratio history, I see this as an opportunity for them to debt the fuck up for awhile because they have the collateral to do so. I also think if they get a finance guy that can then negotiate bulk order futures contracts per se with companies like LGIH and NVR, then that's the key to their ROIC. They gotta market those contracts well to those companies though or else they'll eat the costs for future homes they will sell to investors.
I’m bullish on LGIH, THMC, and i think MTH
Holy shit, LGIH on the recovery.
LGIH has some good movement right now.
What’s this? LGIH has upward movement? I’m sure it won’t last long.
Wow, LGIH is actually moving.
$LGIH looks like a good buy at its current price.
If you're aiming for tech growth, I like JD and FB. For defense, I like LMT and HII. For homebuilding, LGIH. Then stuff like LOGI and CI both have good growth at a reasonable price imo.
LGIH is looking fucking tasty if you like cheap homebuilding stocks
What is the ticker symbol? Closest I could get was LGIH. That is not the TV or consumer durables maker. I checked on Yahoo finance and market-watch. I also searched for LPL. Are people really using the pandemic relief check to buy TVs?????? These are supposed to be discretionary items so if people are using relief checks for such discretionary purposes then I would conclude there is no stress to common US citizen? Which just sounds bizarre to me given the unemployment numbers etc. Hmmm .... Thanks for that insight. I am actually speechless right now. All basic assumptions are broken. Huh ......
Try LGIH. Adjacent sector to RKT but an even higher growth opportunity
Want a non-glamorous stock? Try LGIH, a housing builder with great growth , a low p/e, and blew the numbers in its last earnings call. Do your own DD but I like it.