Update On Our Homebuilder
It appeared in Portfolio Armor's top ten names on Friday.
Our Homebuilder Ends Up In PA’s Top Ten
In this post on Wednesday, I mentioned a bullish trade on a homebuilder.
Betting On Another Homebuilder
Digital Versus Physical One disconnect I’ve mentioned here recently is that most of the hype in financial media is about digital companies, particularly those associated with Artificial Intelligence (AI), while some under-hyped companies in tangible fields such as construction and mining have been quietly crushing it.
Although I post Portfolio Armor’s top ten names once per week on this Substack (usually, on Thursdays), the Portfolio Armor website generates an updated top ten every day the market is open. As a reminder, this is an automated process by the the Portfolio Armor security selection algorithm; I don’t pick what ends up in the top ten. Nevertheless, on Friday, our homebuilder was #5 on Portfolio Armor’s top ten names, as you can see below.
