Cavco Industries Remains A 'Buy' Due To Favorable Residential Market Dynamics And Consumer Behavior

S&P Capital IQ This jump in July seems to be due to the interest rate cut expectations. The whole homebuilder industry outperformed together with my other recommendation NVR. They seem unaffected by the negative sentiment around the market these days. For the remainder of this article, we will analyze the state of the US housing industry and the consumer. Cavco Benefits From Favorable Housing Market Dynamics My initial thesis argued that homeowners had no intention of selling their homes and buying new ones ...