Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range of topics, including home builders, the impact of aging housing stock, and the benefits of home improvement companies like Lowe's and Home Depot. They also highlight specific stocks and REITs and address the challenges and risks associated with housing investments.
01:34 Exploring the Housing Market
05:39 The Home Builders Sector
13:07 Top Home Builder Stocks
27:33 Home Improvement Giants: Lowe's and Home Depot
32:05 Economic Impact of Home Injuries
32:49 Home Depot and Lowe's: Long-term Investments
33:41 Dividend Growth and Share Buybacks
34:43 Specialty Retail in Housing
36:37 Sherwin Williams: A Success Story
38:49 Investing in Construction Material Companies
41:47 Exploring Real Estate Investment Trusts (REITs)
47:29 ETFs for Housing Market Exposure
Companies mentioned: AOS, AZEK, AVB, DFH, FND, GRBK, HD, INVH, LEN, LL, LOW, MAA, MTH, NVR, RDFN, SHW, TREX, TTSH, Z
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