ITB: Don't Ignore Positive Surprises In U.S. Homebuilding (Archive)

ITB: Bullish homebuilding ETF riding positive surprises in sales, rates, and rents.

ITB: Don't Ignore Positive Surprises In U.S. Homebuilding (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

  • The US Homebuilding sector has consistently surprised positively on doomsday expectations.
  • This could be a golden opportunity to play the US housing market theme via the ITB US Homebuilders ETF.
  • Borrowing rates, new home sales data and rent inflation all paint a more constructive outlook on the pressured homebuilding sector.
  • Technical analysis also suggests a bullish outlook, and I anticipate ITB to generate positive returns and also outperform the S&P 500.

Read the full article here.

Disclosures and Disclaimers

Past performance ≠ future results. Not investment advice. See full Disclaimer.