D.R. Horton, Inc. (NYSE:DHI)

Lots of talk right now about whether the housing market will have a soft landing or is crashing. Either way, I see house building stocks heading south faster than the S&P. Speculation is high right now and since the economic growth report missed its expected mark, I think the pessimist will win out for most large scale investors.

After so many months of great returns, I think investors are willing to take their profits and look elsewhere, especially if the overall market really turns south.

Profitably building and selling low-cost homes is a good business, even if people are sour on the real estate business at the moment. They also own a lot of land.

The bad news of the housing market and the housing market downturn is already priced into this stock. This is the leading stock of the housing industry.

Home Builders, Bearish Short term stock down to $16 before Dec.

This company is a long term play. Will survive the downturn and be ready to capitalize on competition weakness when the upswing begins. Not to mention you get a nice dividend in the mean time

The largest home builder in the country. Financially viable and profitable enough to increase its dividend in the face of a real estate downturn.

housing bubble --- pop!

Oversold , plus I live in the pacific NW. I see a lot of exposure by DHI in this area. The economy here is strong, home prices have plateaued but I don't see significant drops in demand, or increases in supply here. I think that Puts DHI in good position to ride out the slump.

All the bad news is already in the price, I'm guessing.

house building will recover in the long run

Home builders are oversold and will recover in a reasonable time frame

It will be a while until this one comes bounding back, so WAIT for the rewards. Buy now, when the price is good!

Same as my thoughts for LEN.

compelling valuation

Great financials. Good growth, P/E, price/book as well as great dividend record. Debt ratio good. A winner long term. Another one Ben Graham would approve of.

Bill Mann says homebuilders are cheap. I believe him enough to buy a basket of homebuilders in CAPS!!

DRHorton makes great homes at great prices. Stock has been cut in half from its highs so it is ready to weather a housing downturn and emerge strong again in 2 years.

Homebuilding stocks have been punished beyond reasonable levels. They are all trading near their book value.

This company has recently toyed with being valued at or below book value. Shouldn't get hit as hard with a real estate downturn as they focus on the first time home buyer.