The chapter covers the impact of low mortgage rates on homeowners' motivation to sell, the need for more affordable housing, and UPS's struggles in a slow housing market. It also discusses UPS's recent business decisions, including selling a logistics provider and its capital allocation strategy, as well as analyzing a company's stock attractiveness and potential productivity investments.
Housing supply is slowly rising. So are prices.
(00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify.
Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a language arts class for investors.
Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: UPS, SPOT
Host: Ricky Mulvey
Guests: David Meier, Alison Southwick, Brian Feroldi
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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