Reasons to Remain Bullish on KBH and U.S. Homebuilders

September 24, 20255m 17s

Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Original episode page

Show Notes

KB Home (KBH) is set to report earnings after the bell, and expectations are high after a strong beat last quarter. Mike Singleton believes the homebuilder could benefit from lower mortgage rates and a potential pickup in demand from first-time homebuyers. He sees KBH as a thematic play on this demographic, which could benefit from President Trump's pro-labor policies, including faster real wage growth. With the Fed expected to cut rates further, Singleton is bullish on KBH and the broader housing market, despite near-term headwinds.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

← All episodes of Schwab Network