Homebuilders, 2018 total returns...
DR Horton $DHI: -33%
PulteGroup $PHM: -33%
Century Communities $CCS: -34%
Lennar $LEN: -38%
TRI Point Group $TPH: -38%
Toll Brothers $TOL: -39%
Taylor Morrison Homes $TMHC: -39%
NVR $NVR: -40%
LGI Homes $LGIH: -47%
William Lyon Homes $WLH: -55% pic.twitter.com/WUTn6A2dSL
— Charlie Bilello (@charliebilello) October 25, 2018
Interesting post by Charlie, scrolled through his timeline a bit and he seems to have a lot of good content. RE people, do we think this is systemic a la 2008, or is it more so just a correction? Looking forward to some discussion, thanks!