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Business
Absent a strong upside surprise, a post-earnings rally should be viewed as an opportunity to trim positions in favor of other builders. After I put LGI Homes (LGIH) on "the shelf" during the last seasonal trade on the stocks of home builders, the stock experienced wild swings. In March, LGIH hit a…
Business
CMXT (up a ridiculous 530% in its IPO debut) adds noise in the near term. I don't think the oversupply narrative holds up this year. I'll admit I wrote part of this piece with a Tesla, Inc. (TSLA) earnings call playing in the background. I wasn't listening for the car numbers, though (if you are .…
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