SPDR S&P Homebuilders (XHB) 35.93 $XHB
Real Estate Is Doomed - Part 2: Times Have Changed
Pater Tenebrarum - Seeking Alpha - Wed Mar 04, 11:39AM CST
By Ramsey Su Mortgages Are Cheap, Cheap, Cheap, But … On the left hand side of the chart below, mortgage rates peaked at 18.28%. By comparison, today's rate is hovering at less than 4%, a whopping 4.5 times off the peak. More...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12), IYR: 78.56 (-0.66)
Real Estate Is Doomed - Part 1: The Fed
Pater Tenebrarum - Seeking Alpha - Tue Mar 03, 11:58AM CST
By Ramsey Su Too Much Debt The Chair and the Vice Chair of the Fed both spoke last week. Janet Yellen testified in front of the House and Senate with this speech . Stanley Fischer's speech was delivered here . They were basically the same...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12), IYR: 78.56 (-0.66)
Stocks Aren't Overvalued; Look to Housing, Social Media for Growth
at The Street - Mon Mar 02, 4:43PM CST
Adam Sarhan, CEO of Sarhan Capital, says stocks aren't overvalued and still look attractive over the long-term. Specifically, he likes housing and social media plays.
LEN: 50.05 (+0.60), XHB: 35.93 (-0.01), TOL: 37.88 (+0.18), MTH: 43.26 (+0.26)
SPDR S&P Homebuilders ETF Shares Up 20.0% Since SmarTrend's Buy Recommendation (XHB)
Comtex SmarTrend(R) - Mon Mar 02, 9:44AM CST
SmarTrend identified an Uptrend for SPDR S&P Homebuilders ETF (AMEX:XHB) on October 21st, 2014 at $30.30. In approximately 4 months, SPDR S&P Homebuilders ETF has returned 20.02% as of today's recent price of $36.36.
XHB: 35.93 (-0.01)
January New Home Sales: Small Bounce To Be Followed By Bigger Decline
Dave Kranzler - at Seeking Alpha - Mon Mar 02, 3:45AM CST
XHB: 35.93 (-0.01), BZH: 16.62 (+0.11), KBH: 13.91 (+0.39)
January Existing Home Sales Fall More Than Expected
Dave Kranzler - at Seeking Alpha - Sun Mar 01, 10:30PM CST
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Why The Housing Market Won't Go Ballistic This Spring
The Financial Lexicon - at Seeking Alpha - Sat Feb 28, 8:31PM CST
REZ: 60.87 (-0.50), PKB: 23.21 (-0.03), REK: 19.85 (+0.08), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12), PSR: 74.21 (-0.77), IYR: 78.56 (-0.66), VNQ: 82.89 (-0.80), FREL: 23.64 (-0.21)
Zillow's Data Does Not Bode Well For Future Case-Shiller Releases
Anthony Fernandez - at Seeking Alpha - Fri Feb 27, 1:20PM CST
XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
New Home Sales Confirm Resales; New Home Prices Confirm Bubble
Joseph Calhoun - Seeking Alpha - Thu Feb 26, 11:58PM CST
By Jeffrey P. Snider The pace of new home sales continues to be stuck right below that 500k SAAR, a flattening of activity that dates back really to January 2013. The data has at times peaked above 500k only to be revised subsequently lower, which...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
The U.S. Housing Recovery Is Strengthening
Hale Stewart - Seeking Alpha - Thu Feb 26, 6:13AM CST
By New Deal democrat Earlier this month, I wrote that housing was primed for a breakout to the upside (and since what happens to housing this year is likely to show up in the broader economy next year, that is good news). While housing didn't break...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
When The Sellers Go
Joseph Calhoun - Seeking Alpha - Wed Feb 25, 2:40AM CST
By Jeffrey P. Snider For almost a year now, even before 2014's version of winter, the constant theme has been one of growing and robust jobs. It had become so ubiquitous as to infiltrate every economic data point, including the housing market....
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Homebuilders cheer Toll Brothers and Meritage reports
Seeking Alpha - at Seeking Alpha - Tue Feb 24, 10:09AM CST
DHI: 26.87 (+0.30), LEN: 50.05 (+0.60), RYL: 45.51 (+0.42), XHB: 35.93 (-0.01), SPF: 8.62 (+0.03), PHM: 22.15 (+0.37), ITB: 27.35 (+0.12), KBH: 13.91 (+0.39), HOV: 3.71 (-0.08)
Stocks in Wait-and-See Mode Ahead of Yellen's Congressional Address
at The Street - Mon Feb 23, 3:08PM CST
Stocks didn't make big moves on Monday with investors preferring to wait on the sidelines ahead of key U.S. data out later in the week.
DHI: 26.87 (+0.30), VIP: 5.49 (-0.03), MMM: 167.16 (-1.11), TSLA: 202.43 (+2.87), VRX: 203.15 (+0.54), XOM: 87.18 (-0.44), MBT: 9.25 (-0.45), SLB: 85.14 (+0.23), PPO: 59.12 (-0.10), XHB: 35.93 (-0.01), FOXA: 34.97 (-0.67), KBH: 13.91 (+0.39), AAPL: 128.54 (-0.82), XLE: 78.65 (-0.11), QIWI: 22.33 (-0.07), HAL: 43.07 (-0.04), SLXP: 157.13 (+0.63), HSBC: 43.76 (-1.05), DISCA: 33.80 (-0.19), BA: 154.35 (-1.22), XLV: 72.58 (+0.35), PHM: 22.15 (+0.37), CVX: 105.16 (unch), TOL: 37.88 (+0.18), YNDX: 15.76 (-0.19)
Stocks Slide as Energy Weighs; Tesla Pulls Nasdaq Lower
at The Street - Mon Feb 23, 2:22PM CST
Stocks are inching lower on Monday with a selloff among energy and homebuilder stocks offsetting gains in health care.
DHI: 26.87 (+0.30), VIP: 5.49 (-0.03), MMM: 167.16 (-1.11), VRX: 203.15 (+0.54), XOM: 87.18 (-0.44), MBT: 9.25 (-0.45), SLB: 85.14 (+0.23), PPO: 59.12 (-0.10), XHB: 35.93 (-0.01), FOXA: 34.97 (-0.67), KBH: 13.91 (+0.39), AAPL: 128.54 (-0.82), XLE: 78.65 (-0.11), QIWI: 22.33 (-0.07), HAL: 43.07 (-0.04), SLXP: 157.13 (+0.63), HSBC: 43.76 (-1.05), DISCA: 33.80 (-0.19), BA: 154.35 (-1.22), PHM: 22.15 (+0.37), CVX: 105.16 (unch), TOL: 37.88 (+0.18), YNDX: 15.76 (-0.19)
Homebuilders lower after soft sales report, downgrades
Seeking Alpha - at Seeking Alpha - Mon Feb 23, 9:51AM CST
DHI: 26.87 (+0.30), LEN: 50.05 (+0.60), RYL: 45.51 (+0.42), XHB: 35.93 (-0.01), SPF: 8.62 (+0.03), PHM: 22.15 (+0.37), ITB: 27.35 (+0.12), BZH: 16.62 (+0.11), HOV: 3.71 (-0.08), TOL: 37.88 (+0.18)
Big Changes To 2014 Housing Data Amount To Little Change
Joseph Calhoun - at Seeking Alpha - Thu Feb 19, 4:53AM CST
By Jeffrey P. Snider For statistics like GDP, what is most important is relative comparison between the most recent quarters (or years). That narrow view misses a lot of important context, an aching factor when structural or longer-term defects in...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Housing Starts And Building Permits Miss Expectations
Bespoke Investment Group - Seeking Alpha - Wed Feb 18, 11:59PM CST
After Tuesday's big miss in home builder sentiment, Wednesday's release of Housing Starts and Building Permits for the month of January showed additional weakness. In the case of Housing Starts, economists were expecting a seasonally adjusted...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Upbeat Trend Data For Industrial Output And Housing In January
James Picerno - Seeking Alpha - Wed Feb 18, 2:56PM CST
Today's US updates for residential housing construction and industrial production fell short of expectations for the monthly comparisons, but the year-over-year trends are looking brighter. The January release on industrial activity is especially...
IYJ: 109.53 (-0.81), XHB: 35.93 (-0.01), UXI: 120.82 (-1.69), ITB: 27.35 (+0.12), VIS: 108.48 (-0.80)
NAHB/Wells Fargo Home Builder Sentiment: February 2015
Sold At The Top - at Seeking Alpha - Wed Feb 18, 3:44AM CST
Today, the National Association of Home Builders (NAHB) released their latest Housing Market Index (HMI) , showing that overall assessments of housing activity declined in February, with the composite HMI index falling to 55, while the "buyer...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Things I'm Watching
Calafia Beach Pundit - Seeking Alpha - Wed Feb 18, 3:17AM CST
Here are some charts, which I have been paying close attention to of late, and why. (click to enlarge) February housing starts are due out tomorrow, but today we got the latest builders' sentiment index - which dropped a little. But as I see...
TIP: 113.48 (+0.11), PKB: 23.21 (-0.03), IPE: 56.63 (+0.11), SIPE: 19.46 (unch), TIPX: 19.31 (-0.07), STIP: 99.54 (+0.04), TDTF: 24.83 (+0.02), TIPZ: 57.55 (-0.02), LTPZ: 68.01 (+0.22), VTIP: 48.55 (+0.01), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12), SCHP: 54.87 (+0.14), STPZ: 52.00 (-0.02), TDTT: 24.47 (+0.02), TPS: 26.63 (unch)
Real Estate Is Doomed - Part 2: Times Have Changed
Pater Tenebrarum - Seeking Alpha - Wed Mar 04, 11:39AM CST
By Ramsey Su Mortgages Are Cheap, Cheap, Cheap, But … On the left hand side of the chart below, mortgage rates peaked at 18.28%. By comparison, today's rate is hovering at less than 4%, a whopping 4.5 times off the peak. More...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12), IYR: 78.56 (-0.66)
Real Estate Is Doomed - Part 1: The Fed
Pater Tenebrarum - Seeking Alpha - Tue Mar 03, 11:58AM CST
By Ramsey Su Too Much Debt The Chair and the Vice Chair of the Fed both spoke last week. Janet Yellen testified in front of the House and Senate with this speech . Stanley Fischer's speech was delivered here . They were basically the same...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12), IYR: 78.56 (-0.66)
Stocks Aren't Overvalued; Look to Housing, Social Media for Growth
at The Street - Mon Mar 02, 4:43PM CST
Adam Sarhan, CEO of Sarhan Capital, says stocks aren't overvalued and still look attractive over the long-term. Specifically, he likes housing and social media plays.
LEN: 50.05 (+0.60), XHB: 35.93 (-0.01), TOL: 37.88 (+0.18), MTH: 43.26 (+0.26)
SPDR S&P Homebuilders ETF Shares Up 20.0% Since SmarTrend's Buy Recommendation (XHB)
Comtex SmarTrend(R) - Mon Mar 02, 9:44AM CST
SmarTrend identified an Uptrend for SPDR S&P Homebuilders ETF (AMEX:XHB) on October 21st, 2014 at $30.30. In approximately 4 months, SPDR S&P Homebuilders ETF has returned 20.02% as of today's recent price of $36.36.
XHB: 35.93 (-0.01)
January New Home Sales: Small Bounce To Be Followed By Bigger Decline
Dave Kranzler - at Seeking Alpha - Mon Mar 02, 3:45AM CST
XHB: 35.93 (-0.01), BZH: 16.62 (+0.11), KBH: 13.91 (+0.39)
January Existing Home Sales Fall More Than Expected
Dave Kranzler - at Seeking Alpha - Sun Mar 01, 10:30PM CST
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Why The Housing Market Won't Go Ballistic This Spring
The Financial Lexicon - at Seeking Alpha - Sat Feb 28, 8:31PM CST
REZ: 60.87 (-0.50), PKB: 23.21 (-0.03), REK: 19.85 (+0.08), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12), PSR: 74.21 (-0.77), IYR: 78.56 (-0.66), VNQ: 82.89 (-0.80), FREL: 23.64 (-0.21)
Zillow's Data Does Not Bode Well For Future Case-Shiller Releases
Anthony Fernandez - at Seeking Alpha - Fri Feb 27, 1:20PM CST
XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
New Home Sales Confirm Resales; New Home Prices Confirm Bubble
Joseph Calhoun - Seeking Alpha - Thu Feb 26, 11:58PM CST
By Jeffrey P. Snider The pace of new home sales continues to be stuck right below that 500k SAAR, a flattening of activity that dates back really to January 2013. The data has at times peaked above 500k only to be revised subsequently lower, which...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
The U.S. Housing Recovery Is Strengthening
Hale Stewart - Seeking Alpha - Thu Feb 26, 6:13AM CST
By New Deal democrat Earlier this month, I wrote that housing was primed for a breakout to the upside (and since what happens to housing this year is likely to show up in the broader economy next year, that is good news). While housing didn't break...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
When The Sellers Go
Joseph Calhoun - Seeking Alpha - Wed Feb 25, 2:40AM CST
By Jeffrey P. Snider For almost a year now, even before 2014's version of winter, the constant theme has been one of growing and robust jobs. It had become so ubiquitous as to infiltrate every economic data point, including the housing market....
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Homebuilders cheer Toll Brothers and Meritage reports
Seeking Alpha - at Seeking Alpha - Tue Feb 24, 10:09AM CST
DHI: 26.87 (+0.30), LEN: 50.05 (+0.60), RYL: 45.51 (+0.42), XHB: 35.93 (-0.01), SPF: 8.62 (+0.03), PHM: 22.15 (+0.37), ITB: 27.35 (+0.12), KBH: 13.91 (+0.39), HOV: 3.71 (-0.08)
Stocks in Wait-and-See Mode Ahead of Yellen's Congressional Address
at The Street - Mon Feb 23, 3:08PM CST
Stocks didn't make big moves on Monday with investors preferring to wait on the sidelines ahead of key U.S. data out later in the week.
DHI: 26.87 (+0.30), VIP: 5.49 (-0.03), MMM: 167.16 (-1.11), TSLA: 202.43 (+2.87), VRX: 203.15 (+0.54), XOM: 87.18 (-0.44), MBT: 9.25 (-0.45), SLB: 85.14 (+0.23), PPO: 59.12 (-0.10), XHB: 35.93 (-0.01), FOXA: 34.97 (-0.67), KBH: 13.91 (+0.39), AAPL: 128.54 (-0.82), XLE: 78.65 (-0.11), QIWI: 22.33 (-0.07), HAL: 43.07 (-0.04), SLXP: 157.13 (+0.63), HSBC: 43.76 (-1.05), DISCA: 33.80 (-0.19), BA: 154.35 (-1.22), XLV: 72.58 (+0.35), PHM: 22.15 (+0.37), CVX: 105.16 (unch), TOL: 37.88 (+0.18), YNDX: 15.76 (-0.19)
Stocks Slide as Energy Weighs; Tesla Pulls Nasdaq Lower
at The Street - Mon Feb 23, 2:22PM CST
Stocks are inching lower on Monday with a selloff among energy and homebuilder stocks offsetting gains in health care.
DHI: 26.87 (+0.30), VIP: 5.49 (-0.03), MMM: 167.16 (-1.11), VRX: 203.15 (+0.54), XOM: 87.18 (-0.44), MBT: 9.25 (-0.45), SLB: 85.14 (+0.23), PPO: 59.12 (-0.10), XHB: 35.93 (-0.01), FOXA: 34.97 (-0.67), KBH: 13.91 (+0.39), AAPL: 128.54 (-0.82), XLE: 78.65 (-0.11), QIWI: 22.33 (-0.07), HAL: 43.07 (-0.04), SLXP: 157.13 (+0.63), HSBC: 43.76 (-1.05), DISCA: 33.80 (-0.19), BA: 154.35 (-1.22), PHM: 22.15 (+0.37), CVX: 105.16 (unch), TOL: 37.88 (+0.18), YNDX: 15.76 (-0.19)
Homebuilders lower after soft sales report, downgrades
Seeking Alpha - at Seeking Alpha - Mon Feb 23, 9:51AM CST
DHI: 26.87 (+0.30), LEN: 50.05 (+0.60), RYL: 45.51 (+0.42), XHB: 35.93 (-0.01), SPF: 8.62 (+0.03), PHM: 22.15 (+0.37), ITB: 27.35 (+0.12), BZH: 16.62 (+0.11), HOV: 3.71 (-0.08), TOL: 37.88 (+0.18)
Big Changes To 2014 Housing Data Amount To Little Change
Joseph Calhoun - at Seeking Alpha - Thu Feb 19, 4:53AM CST
By Jeffrey P. Snider For statistics like GDP, what is most important is relative comparison between the most recent quarters (or years). That narrow view misses a lot of important context, an aching factor when structural or longer-term defects in...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Housing Starts And Building Permits Miss Expectations
Bespoke Investment Group - Seeking Alpha - Wed Feb 18, 11:59PM CST
After Tuesday's big miss in home builder sentiment, Wednesday's release of Housing Starts and Building Permits for the month of January showed additional weakness. In the case of Housing Starts, economists were expecting a seasonally adjusted...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Upbeat Trend Data For Industrial Output And Housing In January
James Picerno - Seeking Alpha - Wed Feb 18, 2:56PM CST
Today's US updates for residential housing construction and industrial production fell short of expectations for the monthly comparisons, but the year-over-year trends are looking brighter. The January release on industrial activity is especially...
IYJ: 109.53 (-0.81), XHB: 35.93 (-0.01), UXI: 120.82 (-1.69), ITB: 27.35 (+0.12), VIS: 108.48 (-0.80)
NAHB/Wells Fargo Home Builder Sentiment: February 2015
Sold At The Top - at Seeking Alpha - Wed Feb 18, 3:44AM CST
Today, the National Association of Home Builders (NAHB) released their latest Housing Market Index (HMI) , showing that overall assessments of housing activity declined in February, with the composite HMI index falling to 55, while the "buyer...
PKB: 23.21 (-0.03), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12)
Things I'm Watching
Calafia Beach Pundit - Seeking Alpha - Wed Feb 18, 3:17AM CST
Here are some charts, which I have been paying close attention to of late, and why. (click to enlarge) February housing starts are due out tomorrow, but today we got the latest builders' sentiment index - which dropped a little. But as I see...
TIP: 113.48 (+0.11), PKB: 23.21 (-0.03), IPE: 56.63 (+0.11), SIPE: 19.46 (unch), TIPX: 19.31 (-0.07), STIP: 99.54 (+0.04), TDTF: 24.83 (+0.02), TIPZ: 57.55 (-0.02), LTPZ: 68.01 (+0.22), VTIP: 48.55 (+0.01), XHB: 35.93 (-0.01), ITB: 27.35 (+0.12), SCHP: 54.87 (+0.14), STPZ: 52.00 (-0.02), TDTT: 24.47 (+0.02), TPS: 26.63 (unch)
