{"id":9134,"date":"2012-01-14T00:58:49","date_gmt":"2012-01-14T05:58:49","guid":{"rendered":"http:\/\/drduru.com\/onetwentytwo\/?p=9134"},"modified":"2012-01-14T00:58:49","modified_gmt":"2012-01-14T05:58:49","slug":"time-to-buy-the-dips-in-homebuilders","status":"publish","type":"post","link":"https:\/\/drduru.com\/onetwentytwo\/2012\/01\/14\/time-to-buy-the-dips-in-homebuilders\/","title":{"rendered":"Time to Buy the Dips In Homebuilders"},"content":{"rendered":"

This is an excerpt from an article I originally published on Seeking Alpha on January 12, 2012. Click here to read the entire piece<\/a>.)<\/strong><\/p>\n

I last provided a comprehensive review of the housing market on September 29, 2010 in “Still Expecting Housing to Bounce Along the Bottom Until 2013<\/a>.” At the time, I reiterated the case for housing not to bottom until 2013 with the market mainly muddling along until then. I still hold that view. Accordingly, last quarter, I began transitioning from a bearish positioning to what is now a bullish one on homebuilder stocks. {snip}<\/p>\n

In the first week of January, my brother asked me whether I knew of any good mutual funds for playing the housing market – this is the same brother who was written detailed and insightful analyses on the housing market for me. I casually mentioned homebuilders and gave him a brief case for buying some shares in KB Home (KBH), mainly because the stock remains a laggard amongst publicly traded homebuilders.in the group. {snip} <\/p>\n


\n
\"Kb<\/a>
Kb Home is trading above its 200-day moving average (DMA) for the first time in 9 months<\/figcaption><\/figure>
\n
\n
\"Despite<\/a>
Despite falling as much as 41% in 2011's swoon, Toll Brothers outpaced a flat S&P 500 with a 7% gain to end the year<\/figcaption><\/figure>
\n
\nSource for charts: FreeStockCharts.com<\/a><\/strong>
\n<\/center>
\n<\/p>\n

Much to my delight, my brother returned to me later that day with a reassuring review of my madness: “I did a little research and I think your call for KBH is spot on.” <\/p>\n

{snip}<\/p>\n

There are other reasons to stay focused on buying the dips in homebuilder stocks…{snip}…The Federal Reserve and investors alike appear ready to turn up the heat to force a bottom in this market. {snip}<\/p>\n

Here are some key points and statistics from the Fed’s 28-page paper that interested me:<\/p>\n

{snip}<\/p>\n

Whatever form a housing bottom takes, all things considered, I am guessing it will not be explosive. {snip}<\/p>\n

Be careful out there!<\/p>\n

This is an excerpt from an article I originally published on Seeking Alpha on January 12, 2012. Click here to read the entire piece<\/a>.)<\/strong><\/p>\n

Full disclosure: long KBH<\/p>\n","protected":false},"excerpt":{"rendered":"

This is an excerpt from an article I originally published on Seeking Alpha on January 12, 2012. Click here to read the entire piece.) I last provided a comprehensive review of the housing market on September 29, 2010 in “Still Expecting Housing to Bounce Along the Bottom Until 2013.” At the time, I reiterated the … Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[393,59,58,35],"tags":[544,543,146,147,78,77,545,37,36,383],"class_list":["post-9134","post","type-post","status-publish","format-standard","hentry","category-analyst-coverage","category-economy","category-federal-reserve","category-housing","tag-beazar-homes-usa","tag-bzh","tag-kb-home","tag-kbh","tag-len","tag-lennar","tag-spdr-sp-homebuilders-etf","tag-tol","tag-toll-brothers-inc","tag-xhb"],"yoast_head":"\nTime to Buy the Dips In Homebuilders - ONE-TWENTY TWO: Trading Financial Markets<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/drduru.com\/onetwentytwo\/2012\/01\/14\/time-to-buy-the-dips-in-homebuilders\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Time to Buy the Dips In Homebuilders - ONE-TWENTY TWO: Trading Financial Markets\" \/>\n<meta property=\"og:description\" content=\"This is an excerpt from an article I originally published on Seeking Alpha on January 12, 2012. 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