How To Capitalize On Rise To New Highs

Group 1: Housing Market Insights - The S&P CoreLogic Case-Shiller US Home Price Index shows a significant decline in house price appreciation after a boom during COVID-19, with prices starting to fall [2] - The SPDR S&P Homebuilders ETF (XHB), which includes shares of 35 home builders and related companies, has shown a mixed performance, rallying in 2024 but sliding lower into April [5][6] - Despite lagging house price data, XHB has held support at the 200-week simple moving average and is now challenging resistance at the 50-week SMA, indicating potential for a rebound [6][7] Group 2: Energy Sector Developments - Energy Transfer LP (ET) is positioned well for income-seeking investors, offering a dividend yield exceeding 7% and raising its dividend quarterly at an annualized rate of 3% to 5% [8] - In Q1, Energy Transfer's distributable cash flow covered its payout by over a 2-to-1 margin, with significant growth in natural gas transportation volumes and crude oil throughput increasing by 10% [9] - The company is expanding its operations through low-cost acquisitions, with EBITDA from its Sunoco affiliate growing by 89.3% in Q1, and a major acquisition of Parkland Fuels expected to close in the second half of 2025 [10] Group 3: Telecommunications Performance - Verizon Communications Inc. (VZ) reported Q2 revenues of $34.5 billion, exceeding expectations, and has seen a positive market reaction with a 4% rally following its earnings report [14][15] - The company has surpassed 5 million Fixed Wireless Access subscribers and achieved four consecutive quarters of core prepaid growth, leading to raised full-year guidance for adjusted EBITDA, adjusted EPS, and free cash flow [17]