Pulte Home (PHM) as a Rotation Play in Homebuilders

27 days ago

Justin Nielsen

"Pulte just happens to be the one we're talking about, but you can take your pick ... this was looking kind of interesting as a rotation play. ... And that does lead me to believe that maybe the housing stocks aren't quite dead yet."

Pulte Home (PHM) receives commentary as a standout among homebuilders, with potential rotational appeal driven by a falling 10-year Treasury yield that supports mortgage rates. Although the speaker does not have a current position, they indicate a willingness to monitor PHM for a potential entry.

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