All right, let's get a power check on a couple of stocks preparing to report their earnings and one stock trading at its highest level of the year. First up, Cisco. That stock down a little bit ahead of its results after the bell tonight.Despite today's decline, shares still trading at levels not since seen since the year 2000. Remember Cisco briefly, the biggest company in the world. John Deere also on deck.Investors will be watching for how tariffs might have been impacting its overall business. And then ...

Group 1 - The article presents a bullish thesis for D.R. Horton, Inc. (NYSE: DHI), a company in the homebuilding industry, which is part of the consumer discretionary sector [1] - D.R. Horton focuses on building homes and aims to capitalize on market opportunities as an individual investor approaches retirement [1] Group 2 - The author expresses a beneficial long position in D.R. Horton shares, indicating confidence in the company's future performance [2] - The article emphasizes the importance of having both long-term and short-term trading strategies to maximize investment results [1]

D.R. Horton, Inc. DHI shares are trading higher on Monday. They may be on the verge of a breakout, and if this happens, there is a good chance a new uptrend forms.This is why it is the Stock of the Day.DHI stock is moving higher. Check the price action here.In financial markets, certain price levels have more importance than others. These are called support and resistance levels.Support is a price level or narrow zone where there is a large amount of buy interest. Stocks stop going down when they reach supp ...

Core Viewpoint - The current earnings season has seen several companies announce significant increases in share buyback authorizations, which can positively impact their earnings per share and share prices. Group 1: Charles Schwab - Charles Schwab reported strong earnings on July 18, beating estimates on both sales and adjusted EPS, leading to a 3% increase in share price [2][3] - On July 24, Schwab announced a new buyback authorization of $20 billion, nearly tripling its previous capacity of $6.9 billion, which represents 11.3% of its market capitalization [3][4] Group 2: D.R. Horton - D.R. Horton experienced a nearly 17% surge in shares after reporting fiscal Q3 2025 earnings on July 22, significantly exceeding sales and adjusted EPS estimates [7][9] - The company plans to increase buyback spending to between $4.2 billion and $4.4 billion for fiscal 2025, up from a previous forecast of $4 billion, indicating a commitment to reducing its share count by 1.4% to 1.9% next quarter [8][9] Group 3: Bank of America - Bank of America announced a substantial increase in its buyback capacity to $40 billion from $9.1 billion, which is approximately 11.1% of its market capitalization [10][11] - The bank reported solid earnings on July 16, beating adjusted EPS estimates but slightly missing on sales, with shares up around 5% since the report [12] Group 4: Teledyne Technologies - Teledyne Technologies reported record revenue of $1.5 billion for Q2, beating sales and adjusted EPS estimates, although shares fell slightly post-results [14][15] - The company announced a new $2 billion buyback authorization, doubling its previous capacity and representing 7.7% of its market capitalization [15][16] Group 5: Overall Market Implications - The trend of increasing buybacks among these firms reflects management confidence in their businesses and a commitment to returning capital to shareholders, which is seen as a positive signal for investors [16]

Group 1 - D.R. Horton, Inc. (NYSE: DHI) shares have increased by over 17% following a positive earnings report, indicating that the worst of the cycle may be behind the company [1] Group 2 - The company aims to invest in firms with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them long-term [2] - The investment strategy focuses on maintaining a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [2]

Group 1 - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, with a focus on banks, telecommunications, logistics, and hotels [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to diversification beyond traditional savings in banks and properties [1] - The investment approach has evolved from focusing solely on blue-chip companies to a more diversified portfolio across various industries and market capitalizations [1] Group 2 - The entry into the US market occurred in 2020, following a period of learning and analysis through platforms like Seeking Alpha [1] - The investor has holdings in US banks, hotels, shipping, and logistics companies, indicating a strategic approach to portfolio diversification [1] - The comparative analysis between the US and Philippine markets has been a key aspect of the investment strategy, enhancing market awareness and decision-making [1]

I wrote about D.R. Horton Inc. (NYSE: DHI ) previously with a hold rating, as I did not like the valuation the stock was trading at, despite what I thought was a decent demand outlook. After looking atI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical chart ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From To Commission File Number: 1-14122 D.R. Horton, Inc. (Exact name of registrant as specified in its charter) Delaware 75-2386963 (State or oth ...

Core Insights - D.R. Horton, Inc. surpassed third-quarter revenue and earnings expectations, yet its shares experienced a decline despite positive guidance for 2025 and projected growth [1][6] Financial Performance - The company reported fiscal third-quarter revenue of $9.22 billion, exceeding analyst estimates of $8.79 billion [2] - Earnings per share for the third quarter were $3.36, surpassing analyst expectations of $2.92 [2] Growth Projections - D.R. Horton refined its 2025 revenue guidance to a range of $33.7 billion to $34.2 billion and forecasted home closings between 85,000 and 85,500 units [4] - The company is expected to achieve earnings growth in fiscal 2026, driven by mid-single-digit community expansion and a 24% quarterly, 11% annual increase in starts [3][4] Market Position and Strategy - The company's strong performance is attributed to its significant presence in smaller markets with fewer public spec builders and a 12% year-over-year increase in community count [4] - D.R. Horton maintained a core fourth-quarter gross margin of 21.8%, above the expected range of 21.0% to 21.5%, despite higher incentives [5] Analyst Insights - Bank of America Securities analyst Rafe Jadrosich reiterated a Neutral rating on D.R. Horton, raising the price forecast from $135 to $155 [1] - Jadrosich increased EPS estimates for fiscal years 2025 and 2026 by 8% and 1%, respectively [6]

There is a limit to how many different companies and sectors one can reasonably follow, but with how quickly news flows, it is tempting to stretch one’s bounds. Using various tools and data sources, one can get reasonably informed on a company in a very short amount of time. However, in this haste, narratives are often driven by stock prices as much as they are by fundamentals. That is the concept I want to discuss today – stock price driven narratives not backed by fundamentals. D.R. Horton, Inc.'s (NYSE:D ...