D.R. Horton as a Resilient Share Cannibal in Homebuilding

about 1 month ago

Ryan Henderson

"My second pick, I'm going to go with D.R. Horton. They are technically the largest home builder in America, trading at a much cheaper multiple, and they have an 8% buyback yield by spending nearly all their free cash flow on buybacks."

D.R. Horton (DHI) is presented as a top pick in the homebuilding sector due to its robust operational model, dominant market position, and significant share buyback yield. The discussion underscores its resilience even in a cyclically challenging housing market, making it an attractive long-term trade candidate.

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