The Panic-Proof Portfolio (Stockchase Research)
Dream Finder Homes Inc.
DFH-N
PAST TOP PICK
Jul 01, 2025
(A Top Pick May 27/25, Up 25%)Stockchase Research Editor: Michael O'Reilly
Our PAST TOP PICK with DFH has achieved its target at $27. To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $12.50.
This US homebuilder saw a 14% increase in new orders in Q1. Renewed consumer confidence will fuel further demand growth. It trades at 7x earnings, 1.6x book and supports a ROE of 26%. We recommend setting a stop-loss $14, looking to achieve $27 -- upside potential of 24%. Yield 0%
Our PAST TOP PICK with DFH has achieved its target at $27. To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $12.50.