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Opinions David Burrows
D R Horton Inc.DHIPAST TOP PICKJul 18, 2018
David BurrowsStock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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Sometimes momentum works. Balance sheet is strong, home inventories are weak, and fundamentals are strong overall. Add to this cheaper capital/lower rates. The outlook looks good.
Joe TerranovaHe's long in the homebuilders which are declining now. September earnings were okay, but shares were weak. These stocks peaked last spring, and he can't see a return to that as long as interest rates remain high.
Joe TerranovaThe homebuilders had seen fundamental strength peak in the spring selling season. Doesn't mean there will be a sharp fall for the homebuilders, but are moderating gains (at least in fundamentals, not share price). They still benefit from holding a tight inventory of homes in the US, which will benefit them long term. They peaked earlier, true. He execpts a modest share price recovery.
Joe TerranovaHe bought this for its strong fundamentals, but momentum is clearly waning. He will review his holding in April.
Joe Terranova
Pete Najarian
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Andrew Moffs
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(A Top Pick July 18/17 Up 19%). This is a leader in the home building space. He would still be a buyer here. There is a shortage of lots to build on and getting permit approvals. There are tons of buyers, just not enough properties to meet the demand.