Aug. 21 at 3:22 PM
Lots of positioning into housing before Powells speech on Friday…. I’m already heavy in housing. Here’s my top 5 tagged with the other holds I’ve got untagged:
$OPEN been in for a while. I’ve been riding what were leaps but are now only 6 months out. I might decide to exercise some of the calls but I think I keep my OPEN exposure for years. Sacks bought a LOT for his hedge fund before he got promoted to Trumps Cabinet.
$UHG and
$HOUS have been underfollowed and unloved. I’m up nicely in both and won’t be selling for a long long time.
$DFH A lot of housing stocks feel like “the one.” But DFH I get to watch their developments expand, I see how many people are touring the new homes and how many they broke ground on last week. Major market share in the northern CO region, strongest housing market in the country.
$FMCC and FNMAS I LOVE FREDDY AND FANNIE! Been holding commons since 2009. It’s still cheap just gotta worry about the IPO effect, hence the preferred shares
RMAX DOUG good 2
