Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

And we're talking energy. And today we're talking tech.

Let's dive in.

Welcome Industry Focus, I'm Nick Saipoll.

This week I'm excited to welcome on Motley

full analyst John Ratante to discuss the U.S. housing market and the whole building stock he just can't

stop talking about which is n v r. John welcome back on the podcast.

Thanks for having me nich really excited to talk housing and n v

are one of my favorite long-term themes.

Yeah, I pulled a quote off your Twitter,

John.

Folks should go follow jay row grow on Twitter.

You said, quote, I think n-viar can be one of the best performing stocks over the next five years

Let's talk about that why do you believe that?

Thanks Nick so a lot of times I'll find an investment and my thesis will basically be

X YZ company is a really good business

trading at a pretty good value and that'll be the thesis. With nVR I think there is a undeniable

long-term theme macro trend that I am really excited about and a really good business. So you get like the best of both worlds. I have a housing which is a like I said a long-term trend that I'm really excited about and there's one house home builder that I think is

leaps and bounds above all others and that's nBR. Yeah and so you mentioned that there's a macro story here

with the overall housing market,

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