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Stock impact report

Underbuilt, Overpriced, And Inevitable: How To Play The Long Game In U.S. Housing [Seeking Alpha]

Hovnanian Enterprises, Inc. Class A (HOV) 
US:NYSE Investor Relations: khov.com/investor-relations
Company Research Source: Seeking Alpha
Homebuilder backlogs, net new orders, and deliveries have declined, signaling industry-wide softness likely to worsen if a recession materializes. Hovnanian Enterprises (HOV) stands out as the most attractively valued homebuilder on cash flow and EV/EBITDA, albeit with higher leverage. Chronic underbuilding and population growth create a robust long-term catalyst; patient value investors should consider positioning for the eventual rebound. Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More » Tony Anderson/DigitalVision via Getty Images In my opinion, the housing market is one of the most interesting spaces of the economy for investors to buy into right now. I think it's more interesting and offers potentially more opportunity than almost any other sector, including data centers and the More on my IG service Crude Value Insights offers you an investing service and community focus Show less Read more
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