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Final Trades: Home Builders, Home Depot, RSP, and Boeing

CNBC TelevisionJanuary 5, 20261 min948 views
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Home Builders and Housing Market

  • 💡 Installed Building Products is highlighted as a strong position within the homebuilder sector, seen as better positioned than others.
  • 🎯 Home Depot is suggested as a way to play the housing market, serving as a final trade recommendation.

Broader Market Strategy

  • 📈 The strategy involves moving away from tech concentration and avoiding unprofitable tech names.
  • 📊 RSP is recommended over IWM as part of a broadening market trade.

Individual Stock Picks

  • ✈️ Boeing is presented as a final trade recommendation by Steven Graasso.
  • 🏠 While not a specific stock, the discussion touches on playing the housing market through companies like Home Depot.
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Transcript3 segments

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Topics9 themes

What’s Discussed

Home BuildersInstalled Building ProductsHome DepotHousing MarketTech ConcentrationRSPIWMBoeingFinal Trade
Smart Objects7 · 4 links
People· 3
Companies· 3
Concept· 1