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D.R. Horton, KB Home downgraded, Meritage Homes upgraded at J.P. Morgan (NYSE:MTH)
So as I expected, MTH earnings beat the expectations. Today is a good day for both the stock and option.
Once again slow but steady returns that I’m getting from MTH. I’m sure it will slow down but market close but to me it’s looking okay.
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?
MTH (Mithril Resources Limited) is on exceptionally good gold in Mexico...
Mithril Resources Limited & Ansen Resources Limited. 2 Aussie mining stocks on good results in North America, set to jump.
Mentions
There are multiple US homebuilders trading below Net tangible value and the majority of that value is land holdings at historical cost (so likely heavily undervalued). MTH is just one example off the top of my head.
Go ahead and buy any of these stocks with p/e high of 10.1 and low of 3.8 if you stumbled on the secret sauce: CAG, TPH, MTH, CCS, DFH, CIVI, or OGN.
Who says I'm not? I own shares of NVR, MTH, and QXO.
MTH is you're looking for turnkey entry-level home builder.
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.
The only positions in my portfolio (\~50 positions) that are green are 2 homebuilders (NVR and MTH) and HSY. I have more positions down >10% than I have that are green lol.
The only green in my portfolio, amongst 50ish positions, is 2 homebuilders (NVR and MTH) and HSY. That's it. That's the list.
Meritage Homes (MTH) with a 15% bump in their dividend.
Housing starts will move DHI, LEN, NVR, MTH, KBR, and mybpersonal fav: NAIL.
AWJ - TMG - KLI & MTH are my SMSF picks ATM.. AWJ - is an all time stand IMO.
Dawn. I've got some favorites down there: ATI, SLYG, CRS, MTH
Look at the weekly charts of the last three years for these stocks: CVX, XOM, NVDA, NFLX, META, QCOM, PHM, MTH, LEN. The secret is the ten week moving average, or if you will the 50 day simple moving average. Slow down and sort it out. Look at the TSLA move from 183 to 220+. Did not happen until it held the 50 day.
>JAPAN CORE MACHINERY ORDERS FALL MTH/MTH IN APRIL FOR FIRST TIME IN THREE MONTHS Dang I just can't figure out why it keeps taking [Our World In Data - Japanese Excess Deaths](https://ourworldindata.org/explorers/coronavirus-data-explorer?zoomToSelection=true&time=2020-03-01..latest&uniformYAxis=0&country=~JPN&pickerSort=desc&pickerMetric=new_cases_per_million&Metric=Excess+mortality+%28estimates%29&Interval=Cumulative&Relative+to+Population=false&Color+by+test+positivity=false)
You can call them hoards of idiots if you want, but that doesnt change the reality. Is your solution to have 40mil ppl move to AB bc its more affordable!? Theres millions of ppl with mortgages well over a million. Theres a new duplex(5bdrm incl basement) across the street from me in Van, theyre asking 2mil PER side!! Its fucking nuts. Do the math putting 20% down. If someone has a casual 500k to put down they still need $11,000/MTH just to cover the mortgage. Thats JUST mortgage, now add taxes, food, car, kids, utilities.. ya know...life! Imagine payibg 8k/mth to live in a 3bdrm assuming you can get 3k to rent the basement. This is why Canada is beyond busted, it never should have gone this far, ppl were screaming about this shit for the last decade.
McCarthy barely got the seat he holds as is. And they made his agree to be voted out. You think GoP can even agree on a single thing? They're an absolute shit show right now. Who's their starting line up? Trump or DeSantis, McCarthy, MTH, Lauren Boebert and Santos. Swinging for fences this bunch .
>CHINA CYBERSPACE REGULATOR: WILL LAUNCH A 3-MTH INTERNET CLEAN-UP CAMPAIGN AIMED AT PROTECTING PRIVATE COMPANIES' AND ENTREPRENEURS' LEGAL INTERESTS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-04-27 ^22:13:13 ^EDT-0400
>NEW ZEALAND (MAR) TRADE BALANCE NZD ACTUAL: -1273M VS -714M PREVIOUS \>NEW ZEALAND (MAR) TRADE BALANCE 12MTH YTD NZD ACTUAL: -16398M VS -15644M PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-04-25 ^18:47:06 ^EDT-0400
Long position: MTH ACLS Short Postion: SCHW Ps: I might/might not own any of this position at the time of this Writing and this should not serve as recommendation to buy any of this stocks
Have you read the earnings reports for LEN, DHI, PHM, MTH, etc ? Backlogs and average sale prices are down.
12:20 5G 17 BELIEVE THE BOUNCE CHRIS HARVEY, WELLS FARGO ... create the set-up for the bounce from Thursday's intraday SPX low of 3928. We believe the bounce has room. sis CNBC 11:19A CENTRAL S&P 500 4,077.66 HALFTIME REPORT CHANGE +32.02 % CHANGE +0.79% mes (MTH) 111.87 A 1 .89 EOG Resources (EOG) 121 .01 0 .76 DOLLAR INDEX -0 .35 1 37 Apple (AAPL) 156 22 A 5 19 Invesco QQQ Trust (QQU)) 3 104 17 -0 33% Account value / Today's net change $5 ,438 81 $2 006 80(58 47%) O Show balance history Positions Custom Columns Compact View Day Day Symbol Gain$ Gain % Price Chg$ C SPY Mar 6 2023 405 Call 1 860 00 65 03 2 361 20 103 4(Weekly} 20 Positions News Market News by Dow Jones U S Stocks Rise Building on Recent Gains D 10 28a ET 3/6/2023 DOW JONES 000 Dashboard Watch Lists Accounts Trade More VisualMod: I don't know what that means but it sounds like you're losing money so whatever
Further to my last post, my watchlist companies that are already over analysts' 12 month targets (=negative price expectations/good shorts)...REGN, GM, SI, MTH, HPQ, MU, ROKU, UAL, W, SPOT
Another is MTH they have a metric fuck ton of stale inventory that’s been sitting for close to a year. Check it out: https://www.meritagehomes.com/state/az/phoenix/search/qmi/1/ (400 just in Phoenix, AZ)
>NEW ZEALAND (OCT) TRADE BALANCE NZD ACTUAL: -2,129M VS -1,615M PREVIOUS; EST -1,715M \>NEW ZEALAND (OCT) TRADE BALANCE 12 MTH YTD NZD ACTUAL: -12880M VS -11945M PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-11-21 ^16:47:42 ^EST-0500
>JAPAN MOF TO INCREASE 2-YEAR GOVT BOND ISSUANCE BY 100 BLN YEN FOR FY2022/23, ALONG WITH BOOST TO 6-MTH TREASURY DISCOUNT BILLS TO FUND ECONOMIC STIMULUS - DRAFT ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-11-06 ^20:15:58 ^EST-0500
MTH earnings on Wednesday. I wanna buy puts but there is practically no volume on the option chain
MTH puts for later this month. Home builders slowing down...
>NEW ZEALAND (JUL) TRADE BALANCE 12 MTH YTD NZD ACTUAL: -11640M VS -10509M PREVIOUS \>NEW ZEALAND (JUL) TRADE BALANCE NZD ACTUAL: -1092M VS -701M PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-08-18 ^18:48:08 ^EDT-0400
Not really. It’s an ADR so the Johannesburg stock exchange trading will help dictate its price as that’s what the ADR issuer has to acquire the shares for, plus currency fluctuations. JSE quote: https://www.moneyweb.co.za/tools-and-data/click-a-company/MTH/
I would follow this up with puts on MTH
>PHILADELPHIA FED CURRENT BUSINESS INDEX AT LOWEST SINCE MAY 2020 \>PHILLY FED 6-MTH OUTLOOK INDEX AT LOWEST SINCE FEBRUARY 2008 ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-06-16 ^08:34:35 ^EDT-0400
>ROSNEFT HOLDING BACK ON SIGNING TERM OIL DEALS WITH TWO INDIAN REFINERS, CITING NO SUPPLIES - SOURCES \>ROSNEFT SELLING OIL TO INTERMEDIARIES - SOURCES \>INDIAN OIL CORP (IOC) SIGNED 6-MTH OIL DEAL WITH ROSNEFT TO BUY 6 MLN BBL/MONTH - SOURCES ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-06-08 ^09:58:53 ^EDT-0400
Carlyle Group, HBAN, CFG, DHI, LEN, MTH, VRTX
Try telling my wife that. She constantly goes on about how when we got together I had $250k in "debt" to the bank. That debt was securing $500k in realestate which was generating $2000/MTH in rent paying for the mortgages and taxes and insurances. Now we owe the bank $950k in "debt" that's securing $4MM in realestate so she's coupon cutting and point shopping etc. She has no grasp on the leveraged debt, she thinks any moment the bank will take everything.
Homebuilders with either moon or tank during Powell's speech. DHI, LEN, KBH, MTH
>FED RAISES RATES 50 BPS, TO START RUNOFF JUNE 1 AT $47.5B/MTH ^FXHedge ^[@Fxhedgers](http://twitter.com/Fxhedgers) ^at ^2022-05-04 ^14:02:05 ^EDT-0400
>INDIAN OIL CORP, HINDUSTAN PETROLEUM, BHARAT PETROLEUM SEEKING 6-MTH OIL IMPORT DEAL WITH RUSSIA -SOURCES \>THREE INDIAN REFINERS LOOKING AT BUYING UP TO 16 MLN/BBL PER MONTH OIL FROM RUSSIA -SOURCES ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-04-29 ^06:11:56 ^EDT-0400
Housing mkt will slow down some, but I'm not expecting a crash. If you're bullish buy MTH, LEN, DHI, MHO, KBH. P/E are 3-5. I'm a holder, but wished I'd sold at the All time highs a few months ago.
I bought puts on MTH and EA yesterday instead of paypal 
Meritage Homes (MTH) home builders - demand is insane even with rising costs and potential of rising interest rates
Thank someone for actually answering... More people need to know about MTH
Homebuilder stocks have traded irrationally for many months. I held MTH, MHO, and GRBK through ups and downs that gave me at least a few extra greys throughout 2021. In the last 2 weeks, the omicron concern has encouraged bond buying, and this drop in rates is no-doubt stimulating algorithmic buying of homebuilders while it triggers selling of banks. Meanwhile, Fed speech and analyst projections would have us think rates will start climbing again sometime soon. When rates go up, homebuilders will come down, of that there is no doubt. The questions are when and how severely. I don't have the answer to that, but I've sold out anticipating it will be soon and potentially violent. I have every intention to re-buy on the other end. But if the stocks don't fall before the next earnings reports in late January and early February, I suspect they will rise considerably from here (earnings reports have been a powerful catalyst for many quarters).
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
There are actual thousand companies undervalued. I can’t buy them all. For example this: $CNNE, $HZO, $MDC, $MTH, $PGR, $THO, $TPH, $TMHC and so a lot more. I never buy a company with too much debt, and never a company losing money. Easy peasy to make money
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.
$BHS, $IRV, $MTH, $BLLG (all TSX.V tickers, OTC names may vary.
Left $1500 on the table by selling early on $MTH. Fuck me man, how am I supposed to know when to sell?
We’ve got options alright... PSS AZZ MTH
So with MTH posting record highs who else is going to jump in head over heals into RKT for earnings??
Anyone else playing $MTH earnings?
I think ATRO, WFC, BHLB will all gain at least 10% from their present price by summer ("present price" means closing price on Friday, 3/26). And rising treasury yields should not negatively influence them. A little more risky could be several low p/e homebuilders, like MTH, MHO, GRBK. In this case, I'd try to time an entry. They all popped on Friday, and may dip later in the week. Rising rates may hurt these stocks. Perhaps more risky still is BDSI, which is awaiting litigation on its patent. If lawsuit rules in their favor, stock may go up 5-8x. We'll know more by summer.
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I’m bullish on LGIH, THMC, and i think MTH
I would look into MHO and MTH. These two companies are financially health and selling a ton of single family houses right now. They are trying to process more loans through their financial arms then they are able to handle with their staff.
If eyes and ears have pumped, does that mean MTH and NS are next?
Really strong potential in homebuilders, IMO. I'm in BZH and MTH pretty solid, both up on the day, good value amongst the cohort of other homebuilders. Also considering TOL as they are more oriented towards the luxury market, which will be booming with a continuation of the K-shaped recovery. A combination of sustained low interest rates, increased subsidies ($15K 1st time homebuyers tax credit), and very tight supply will bode well for the homebuilders. My $0.02.
Need $ASS and $2MTH too clean their shit up
MTH 🚀🚀😉 Thank me later