Pulte Home (PHM) as a Rotation Play in Homebuilders
-6.71%current return
"Pulte just happens to be the one we're talking about, but you can take your pick ... this was looking kind of interesting as a rotation play. ... And that does lead me to believe that maybe the housing stocks aren't quite dead yet."
— Justin Nielsen
Pulte Home (PHM) receives commentary as a standout among homebuilders, with potential rotational appeal driven by a falling 10-year Treasury yield that supports mortgage rates. Although the speaker does not have a current position, they indicate a willingness to monitor PHM for a potential entry.
Company CommentaryBullish Medium ConvictionScore: 7.0
Company Opinion •Stock Market Today With IBD • 27 days ago