5-17-2023 – What Can We Expect with Homebuilder Sentiment Now Out of Negative Territory?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 18 May 2023
⏱️ 45 minutes
🧾️ Download transcript
Summary
According to the National Association of Home Builders (NAHB), builder confidence in the market for newly built single-family homes rose 5 points in May.
Today's Stocks & Topics: Investors Are Nervous, Pricing Power, Commercial Real Estate, VZ - Verizon Communications Inc., Return on Equity vs. Return on Assets, Cash-Secured Puts, LBRT - Liberty Energy Inc., EQNR - Equinor ASA ADR, MDC - M.D.C. Holdings Inc., CRDA - Crawford & Co. Cl A, CRDB - Crawford & Co. Cl B, GEHC - GE HealthCare Technologies Inc.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.0 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:17.5 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.2 | clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.5 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:38.5 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:41.5 | This is our Monday May 17, 2023 edition. |
| 0:44.9 | I am Justin Klein and I am here on today's radio show and podcast to help you make the |
| 0:50.7 | most of your capital and to help you develop strategies that fit your goals, your risk tolerance |
| 0:55.8 | levels and today's market environments. |
| 1:00.0 | So we do that by bringing topics that we feel are pertinent as well as answering your questions |
| 1:07.2 | and giving you our straight and unbiased answers, no in agenda. |
| 1:12.3 | And the business of sound investing is always about investing through the windshield, |
| 1:19.2 | not the rearview mirror. |
| 1:22.1 | And it's about having the right mindset and that mindset typically weeds out the emotions. |
| 1:29.0 | A fear and greed, it eliminates your as many biases as possible, oftentimes that's |
| 1:36.0 | political biases, but it can be things that just shape your life, right, the industry |
| 1:45.1 | you work in, you know, if you're a doctor, you tend to focus on companies that are in the |
| 1:50.3 | medical field, because you know it well. |
| 1:53.4 | If you work in tech, your portfolio tends to be tech focused, it's very common, right? |
... |
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