Last month's new home sales, the number for april, it was down by almost 27 % year over year. I'm thinking that was interest rate sticker shock. Because we've got another situation too, which is, you mention briefly, there inventory on existing homes running around to na two, two and a half months. It's been below that six month bench mark for just about a decade. And so we don't have enough homes.
Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses: - Whether acquiring Roku solves Netflix impending ad challenges - Why Roku's stock is still pricy after its recent fall - DocuSign's expanded partnership with Microsoft - If this paves the way for an eventual acquisition (13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis. Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM Host: Chris Hill Guests: Asit Sharma, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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