$Builders FirstSource (BLDR.US)$ I made more than USD 1K or 11% in profitability since the last post a week ago. I likely buy back again either today or Mon as overstretch pressure was already digested over the last couple of days.
Hey there, long time no see! With Trump back in office, let’s dive into some stocks that could ride the wave of his legislation. If you’re hungry for more updates, join our community of over 700 members! Everyone’s welcome—check it out here: Join the server Trader’s Tavern with us Alright, let’s get into it! Here are a few small-cap stocks I’ve got my eye on for the next few months. $The GEO Group Inc (GEO.US)$- A real estate investment trust specializing in the design and managem...
Since Donald Trump's election win on Nov. 6, the "Trump trade" has accelerated, driving U.S.$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$to 4.5%, the dollar index past 108,$Bitcoin (BTC.CC)$near $100,000, and gold prices lower. Analysts predict Trump's second-term policies could echo his first, but with a swifter pace and more assertive domestic and foreign agendas. Expectations are for a stronger application of the "A...
Recent insider share sale at current price of US$195 raises caution. Lack of insider purchases and significant selling over the last year, despite high insider ownership, leaves room for caution.
Builders FirstSource's impressive ROE and net income growth are positive, but earnings growth is expected to slow. Reinvesting all profits back into the business seems to be paying off.
Despite a challenging 2023, Builders FirstSource delivered a high-teens EBITDA margin. The company expects single-family housing starts to rise, while repair activity is estimated to rise slightly. Multifamily starts are expected to decline significantly.
According to B. Riley Securities, Builders FirstSource has become a best-of-breed company in the homebuilding ecosystem and is nearing an inflection point, transitioning from a low-multiple commodity play to a services-and-solutions provider meriting a higher valuation multiple.
B. Riley analysts expect Builders FirstSource to transition from a low-multiple commodity play to a service provider, anticipating a doubled share price in three years. Benchmark's Reuben Garner also rates the stock at 'Buy'
The ongoing insider stock sales might indicate a negative outlook for the company. Even with a high insider ownership, the lack of recent buys doesn't instil belief in the firm's future.
Builders FirstSource Stock Forum
If you’re hungry for more updates, join our community of over 700 members! Everyone’s welcome—check it out here: Join the server Trader’s Tavern with us
Alright, let’s get into it! Here are a few small-cap stocks I’ve got my eye on for the next few months.
$The GEO Group Inc (GEO.US)$ - A real estate investment trust specializing in the design and managem...
Analysts predict Trump's second-term policies could echo his first, but with a swifter pace and more assertive domestic and foreign agendas. Expectations are for a stronger application of the "A...
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