“We took the contrarian stance because a lot of these names [homebuilders] were actually trading at half, 50% of their book value” by Marketing | Jul 26, 2023 | Market Notes, Media NotesA contrarian view on homebuilder stocks
“The market has always rallied off of better than expected earnings per share guidance” by Marketing | Jul 26, 2023 | Market Notes, Media NotesEarnings expectations for Microsoft and other tech giants