Setup feels good for homebuilder stocks into 2026, says UBS' John Lovallo
霍顿房屋霍顿房屋(US:DHI) Youtube·2025-12-13 03:46

Let's talk about all of it now with John Lavalo. He's home builders and building product analysts at UBS. Appreciate you being here, John.And a much different and much harder story for the builders than a few years ago when they were trading. Let's not forget at like four times earnings. So, what happens now.Did the changing shifting dynamics in the market to a buyer market help them on the margin at all or they just is it just going to be tough into next year. >> No, look, actually, we think 2026 is going ...