D.R. Horton: Reasons for a New Upswing in U.S. Homebuilders

With a relaxation in energy prices and inflation expectations, interest-sensitive home builders like D.R. Horton should perform better.
Jörg Meyer
J. Meyer
Reading Time: 2 minutes

I think trading-oriented investors should now keep home builders like D.R. Horton on their radar. From my perspective, there is a scenario where the stocks could transition into a recovery phase, and then the next step would be an end to the correction since 2024 on the agenda. Here's why I'm becoming increasingly optimistic: 1. In the U.S., there is a shortage of about 10 million houses. This keeps the dream of homeownership alive. There is an undersupply. 2. Declining oil prices, a deal with Iran, and a withdrawal of U.S. troops should lead...

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