Housing is always a safe play
$TOL
AI SUMMARY — Housing sector presents a recession-resistant alternative to volatile semiconductor plays, with Berkshire Hathaway's acquisition of Taylor Morrison signaling institutional confidence. Key risks include interest rate sensitivity, economic downturn impact on home prices, and potential oversaturation in the housing market.
| TICKER | TOL |
USER | u/Beneficial_Battle109 |
| RATING |
BULLISH |
ENTRY |
$138.90
|
| POSITION |
71 sh
SYN
|
BOOK VAL |
$9861.90 |
| CURRENT |
$161.05 |
P&L % |
+15.95%
|
| CURR VAL |
$11434.55 |
P&L $ |
+1572.65
|
Housing may not be seeing crazy growth like semis but it's recession proof. We just saw Berkshire Hathaway acquire Taylor Morrison Home Corporation. All my colleagues just purchased houses these past few years and they're always at Home Depot during the weekends.
Slowly moving all my semi gains into housing for the next couple of years.
I also have 10 contracts of TOL 170 Calls for 1/21/2028