Lennar

Given the continued stability of real estate prices and expected demand driven by factors such as urbanization and immigration (at least in the US), I see several sectors and companies benefiting from this trend:

REITs, $DHI (+0.53%) , $LEN (-0.32%) , $HD (+0.53%) , $LOW (+0.84%) , $CAT (+0.34%)

However, there has already been a good boost in the current YTD.

• Do you think there is still potential here?

• Or is everything else already priced in?

Have a nice Sunday everyone!

Dear getquin community,

It's been a while since I introduced myself here and it's time to take stock of my scoring again, including a focus on $LEN (-0.32%) the current top scorer of the Best Stock Quality Score (BAQS) (besteaktien.net).

Since we started with the BAQS, Lennar Crop. ($LEN) (-0.32%) has always been at the top and the performance of the share over the last few years speaks for itself. Lennar, together with its subsidiaries in the United States, is a homebuilding company. Its activities include the construction and sale of one- and two-family homes; the purchase, development and sale of residential land; and the development, construction and management of multifamily rental properties. The company also provides residential mortgage financing, title, insurance and closing services to homebuyers and others, and originates and sells securitized commercial mortgage loans - so it's pretty well diversified for a company that is classified in the construction industry.

Due to its reasonable valuation, stable growth, stable margins (25% in construction, 52% for financial services) and excellent outlook (continued growth, falling mortgage rates, housing shortage in the US), Lennar is therefore a hot candidate for my wikifolio.

I found one of the best analyses of Lennar on Gurufocus: https://www.gurufocus.com/news/2471142/lennar-is-a-market-leader-at-a-good-price

What is your opinion on $LEN (-0.32%) ? Did you already know this company?

As always, your feedback is important to me! Feel free to leave a comment.

Thank you for your support, evergreen depots and

Best regards Felix

What we can expect next week:

Monday:

• Empire State Manufacturing Survey
• Speeches by Fed President Patrick Harker and Fed Governor Lisa D. Cook
• La-Z-Boy ($LZB (+0.72%) ) publishes quarterly figures

Tuesday:

• Publications on retail sales, industrial production, capacity utilization and business inventories
• Quarterly figures by Lennar ($LEN (-0.32%) ) and KB Home ($KBH (-0.66%) )
• Speeches by various Fed Presidents (Logan, Barkin, Musalem, Goolsbee)

Wednesday:

• ⚠️Markt geschlossen⚠️ because of National Independence Day
• Publication of the Housing Market Index

Thursday:

• Initial claims for unemployment benefits
• Release of housing starts for May
• Quarterly figures from Accenture ($ACN (+0.5%) ), Kroger ($KR (+0.57%) ), Darden Restaurants ($D1RI34 ) and Jabil ($JBL (+0.16%) )
• Speech from Richmond Fed President Tom Barkin

Friday:

• Release of the S&P Global Flash Composite U.S. PMI
• Existing home sales figures
• Quarterly figures from CarMax ($KMX (+1.03%) )

Create, create, build houses!

The demand for housing in the USA remains high - and no wonder! There is said to be a shortage of several million houses on the American housing market. For years, companies such as $LEN (-0.32%)
$DHI (+0.53%) or $TOL (-0.53%) . D.R. Horton, Lennar Corporation and Toll Brothers are leading players in the US residential construction and real estate development market. They specialize in the construction and sale of residential properties.

Do you think the companies will continue to develop as well as they have in the coming years? Why are you interested in the sector or not?

The week summarized:

Monday

• Oracle Corp. ($ORCL (+1.37%) ) published quarterly results.

Tuesday

• NFIB Small Business Optimism Index (February)
• Consumer Price Index (February)
• Quarterly results of On Holding AG ($ONON ), Kohl's ($KSS (+0.44%) ), Manchester United PLC ($MANU (+0.62%) ) and LoanDepot Inc. ($LDI (+0%) )

Wednesday

• Dollar Tree ($DLTR (+1.48%) ), Lennar Corp. ($LEN (-0.32%) ) and Williams-Sonoma Inc. ($WSM (+0.43%) ) publish quarterly results.

Thursday

• Retail sales in the USA (February)
• Producer Price Index (February)
• Business inventories (January)
• Quarterly results from Adobe ($ADBE (+0.57%) ), Dollar General ($DG (+1.17%) ), Ulta Beauty Inc. ($ULTA (+1.04%) ) and Dick's Sporting Goods Inc. ($DKS (+1.52%) )

Friday

• Empire State Manufacturing Survey (March)
• Import Price Index (February)
• Industrial Production (February)
• Consumer sentiment (March)
• Capacity utilization (February)
• Quarterly results from Jabil Inc. ($JBL (+0.16%) )

$LEN (-0.32%) finds its place in the tenbagger portfolio of the Public Depot. Four companies made it onto the shortlist, and the decision was ultimately made in favor of Lennar!😁 Read more about the background here:

https://www.patreon.com/posts/75311323?utm_campaign=postshare_creator

While looking for more companies to match Lynch's tenbagger strategy, I came across the following stocks and now have them on my watchlist:

• $WST (+2.62%)
  
• $MED (-0.41%)
  
• $INMD (-0.35%)
  
• $LEN (-0.32%)
  

What do you guys think? 🤔

Times in the eye keep... do not know yet quite what to think of it! 🤔