Hello Gang. Shares in housebuilders are out of fashion. But one firm I think is still worth considering is Vistry (VTY). That’s with its latest set of results being rather good.
Hello Share Thrashers. Some analysts are worried about the building game in these dangerous times. But my humble view is that companies in this sector shouldn't really suffer. The overriding factor is that supply continues to lag behind demand. The homes shortage is becoming more acute. And that means prices can rise even when inflation and lack of progress in GDP continues to worsen.
Hello Share Moochers. There’s a perception these days that housebuilders will soon see retreating share prices because of rising interest rates, the soaring cost of living, high energy costs and so on. But my optimistic view of the bricks and mortar trade is not shaken. And that’s because supply continues to lag behind demand. And the first-half numbers from Vistry (VTY) seem to support my view.









