I wanted to share where I see potential opportunity in the market. Two areas specifically. And my question is what area/sectors are you looking at to find deals.
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Homebuilders. They are almost the cheapest they’ve been in 5 years (from valuation) and yet the demand for homes is nuts. I think the market is pricing in an issue of material cost and less mortgage affordability. But builders can overcome both with home prices sky high and demand far outweighing a drop in potential buyers.
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Semi conductors(and big tech overall). Price are dropping on businesses that will power the future computers…not exactly deep value but getting quite fair to the past valuations.
So my question is where else should I be looking?
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