It's time to discuss the current housing market. I have analyzed the homebuilding ETF (BATS:ITB) plenty of times in the past. However, I haven't done it for a while as I wasn't
ITB: My Thoughts On Homebuilding Stocks
Summary
- Homebuilders are among the biggest winners of the current bull market.
- So far, they have been able to withstand rising input prices as housing demand remains rock solid.
- I believe that homebuilders will face serious issues once the Fed is forced to lift rates due to rising inflation.
Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.
As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.
Analyst’s Disclosure:I am/we are long DE, CAT, HD, HBAN. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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