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Industry Focus

Energy: 3 Homebuilder Stocks to Give Your Portfolio Good Foundations

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 3 May 2018

⏱️ 23 minutes

🧾️ Download transcript

Summary

Available housing inventory in the U.S. is at historical lows and homebuilders are faced with high costs and labor shortages. Three stocks stand out above the rest for their focus on two important markets – millennials and retirees.

Transcript

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0:00.0

Welcome to Industry Focus, the show that dives into a different sector of the stock market every day.

0:07.0

Today we're talking energy and industrials.

0:09.0

It is Thursday the 3rd of May and will be disgusting home builder stocks. I'm your host Sarah

0:14.0

Priestley and joining me on Skype is Molly full contributor Jason Hall.

0:18.0

Jason thank you for joining me today. I love being on the show with you Sarah. It's so much fun. I'll pay you later for that kind

0:27.0

words. Awesome. You can Venmo me the money. Yeah, Benmo. Wow, we could have a whole show just on Bemo.

0:34.0

I'm personally just perturbed that it's already May.

0:37.5

I feel like I'm going to blink and it's going to be November or something.

0:41.0

Yeah, this year is going by ridiculously fast.

0:44.6

It is.

0:45.6

Every, like I feel like I sound very old when I say that, but it's true nonetheless.

0:50.6

It's just absolutely nuts.

0:52.2

Well, Jason, you pitched this show idea to me last week,

0:55.0

and I loved it so much because I visited a few cities recently

0:59.0

and just seen kind of massive amounts of construction going on,

1:02.0

and Vince Shen Shen who hosts the

1:04.7

Tuesday CD show he just came back from Austin and he said that the skyline was just like a sea of

1:10.6

cranes and one of the biggest growth areas for construction is

1:14.4

actually Southern California which is where you are Jason so are you saying much of a

1:17.8

construction boom? Yeah I am the city I live in is really weird. They have such like crazy laws about

1:26.1

expansion but outside of my city there's huge there's huge demand. The economy's

1:31.4

pretty good in Southern California.

...

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