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Halftime Report
The State of Stocks in Q3 7/2/24
Jul 2, 2024
Financial expert Frank Holland and the Investment Committee discuss the state of stocks in Q3, covering predictions of market growth, potential volatility, Federal Reserve caution, Uber's market leadership, stock picks in oil field services, cybersecurity importance, and stock market resilience. They also touch on stock downgrades, influential factors, and final trades.
44:17
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Quick takeaways
- Mortgage rate reductions may boost struggling housing stocks like D.R. Horton and Lenar.
- Invitation Homes, with strong occupancy levels, is seen as a promising long-term investment.
Deep dives
DR Horton and Lenar Downgraded to Neutral by City: Joe's Analysis
DR Horton and Lenar have been downgraded to neutral by City. Joe, who owns both stocks, notes that both companies are struggling due to lower financing costs for consumers. However, he believes that once mortgage rates retreat and financing incentives reduce, the stocks could see improvements. With strong balance sheets, Joe suggests that selling these stocks based on short-term momentum might not be wise.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode