EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Housebuilders: Look beyond 3Q results…

Consumer Discretionary

Housing Research Center

Alex Barron believes 3Q21 orders are likely to be the “low point” for negative order growth and investors should start building long positions / close shorts as focus turns to FY22 earnings (will benefit from higher prices and margins) and low valuations in the sector. Alex has recently upgraded the following stocks to Buy: D.R. Horton (TP $104), KB Home (TP $50) and Pulte (TP $64).

Edition: 119

- 17 September, 2021