DR Horton

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 (+0,4 %) , $LEN (-0,45 %) , $HD (+0,37 %) , $LOW (+0,72 %) , $CAT (+0,81 %)

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!

One of the best stocks from the Ultimate Homer.

Warren Buffett held Dr. Horton for only one year and sold the entire position in December 2023. Since then, the stock has risen another 24%.

How is the Häusle Bauer business doing?

• Net profit increased by 5% to 1.4 billion $
• EPS at 4.10$
• Repurchase of 3.0 million ordinary shares for441.4 million Paid cash dividends in the amount of 98.5 million
• New share buyback authorization for 4.0 billion

Source

https://investor.drhorton.com/news-and-events/press-releases/2024/07-18-2024-113040388

https://www.resiclubanalytics.com/p/warren-buffett-sells-off-dr-horton-stock-less-year-making-big-housing-market-bet

Adjusted price targets of individual analysts

• $CL (+0,41 %) Colgate-Palmolive Co <CL.N>: TD Cowen initiates coverage with a buy recommendation; price target $110
• $DHI (+0,4 %) <DHI.N>: JP Morgan raises price target to $180 from $163
• $IQV (+1,48 %) IQVIA Holdings Inc <IQV.N>: Baird raises price target to $251 from $235
• $MCK (+0,6 %) McKesson Corp <MCK.N>: Jefferies raises price target to $670 from $620
• $MSFT (+0,28 %) Microsoft <MSFT.O>: Piper Sandler raises price target to $485 from $465

GG

hey guys if you would make a ranking how would it turn out top 3

$STLD (+0,28 %)

$TGLS (+1,03 %)

$ODFL (+0,24 %)

$RS (+0,15 %)

$SHW (+0,33 %)

$PCAR (-0,04 %)

$CMCSA (-0,1 %)

$VALE3 (+0,45 %)

$DHI (+0,4 %)

$DSY (+0,32 %)

$MKC (+0,46 %)

Warren Buffett got out, I got in 😁

The latest earnings

• Net profit up 24% increased to 1.2 billion dollars
• EPS at 3.52$
• Sales up 14% increased to 9.1 billion dollars
• For 402 million$ Shares bought back
• 99 million $ Dividends paid

Dividends at 0.8 % which has been increased for 10 years.

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 (-0,45 %)
$DHI (+0,4 %) or $TOL (-0,66 %) . 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?

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗮𝗶𝗺𝗹𝗲𝗿 𝗲𝗹𝗲𝗸𝘁𝗿𝗶𝘀𝗶𝗲𝗿𝘁 / 𝗗𝗶𝗗𝗶'𝘀 𝗔𝗯𝘀𝗰𝗵𝗶𝗲𝗱 / 𝗗𝗶𝗴𝗶𝘁𝗮𝗹𝗲𝗿 𝗨𝗦-𝗗𝗼𝗹𝗹𝗮𝗿

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, D. R. Horton ($DHI (+0,4 %)), Nike ($NKE (+0,9 %)) and UnitedHealth ($UNH (+0,79 %)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Bank of Montreal ($BMO (+0,33 %)) presents its figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Daimler ($DAII (-0,77 %)) - Daimler's Supervisory Board has signed off on the new investment plan for Mercedes-Benz. In the Mercedes-Benz business plan for the years 2022 to 2026, the €60 billion investment plan for passenger cars and vans was approved. It said it will focus on an all-electric future for the passenger car and van business.

Ola Källenius, the Chairman of the Board of Management of Daimler AG and Mercedes-Benz AG said that they will remain true to the goal of technology leadership in the automotive luxury segment as well as premium vans.

DiDi ($DIDI (+0,22 %)) - Chinese Uber($UBER (+0,37 %)) rival DiDi Chuxing has announced steps to delist from the New York Stock Exchange. At the same time, it would seek a listing on the Hong Kong Stock Exchange. Beijing's cyberspace regulator ordered the deletion of DiDi's app from Chinese app stores just days after the listing in New York. The fact that many Chinese companies are raising money on the New York Stock Exchange is coming under increasing criticism from both the Chinese and the us side.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

U.S. Treasury Secretary Janet Yellen has commented on the potential of a digital dollar, but is hesitant to come to any conclusions at this stage of the process. Whether the Federal Reserve should create a digital version of the dollar would require consensus among Congress, the Fed and the White House. Yellen currently sees advantages as well as disadvantages to a digital dollar and says more research needs to be done before definitive answers can be found.

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