home builders

Michael Darda, a strategist, argues that bond-market weakness and a predicted decline in the 10-year Treasury yield create a strong investment case for home builders. He positions the beleaguered home-building sector as a favorable opportunity amid these market conditions.

Rising tensions with Iran, following President Trump's declaration that the Iran cease-fire is over, are expected to negatively impact airlines and home builders more than benefiting oil companies, according to Wall Street.

Home-builder stocks are trading at low valuations after Berkshire's vote of confidence, despite two years of underperformance. Most home builders remain profitable.