Home buying market has just been on fire. Are we going to see the housing market on fire like this for years to come? Or does it start to cool off at some point. I do think that we're gong to see an extended up cycle because inventory is so low, because supply is so low. But if you look at where k b holmes is trading as, trading in a price earnings ratio of six, six, that suggests that the market thinks we could be at peak earnings. That's the only explanation i can think of.
Taiwan Semiconductor posted record profits in the 4th quarter, but that's not why John Rotonti believes the company is so important. He analyzes their commitment to invest more than $40 billion this year to increase their manufacturing capacity, as well as the latest news from homebuilders KB Home and Lennar. Plus, Deidre Woollard and Matt Argersinger discuss Sun Belt migration, remote work, and other big trends in real estate, along with some investment opportunities to consider.
Stocks: KBH, LEN, TSM, AAPL, QCOM, VNQ, MAA, META, ROKU, ARE
Host: Chris Hill Guests: John Rotonti, Deidre Woolard, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd
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