The Panic-Proof Portfolio (Stockchase Research) Dream Finder Homes Inc. DFH-N PAST TOP PICK Sep 25, 2025

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.  

Our PAST TOP PICK with DFH is progressing well.  To remain disciplined, we recommend trailing up the stop (from $12.50) to $21.00 at this time.  

Our PAST TOP PICK with DFH is progressing well.  To remain disciplined, we recommend trailing up the stop (from $21) to $23 at this time.

Our PAST TOP PICK with DFH is progressing well.  To remain disciplined, we recommend trailing up the stop (from $23) to $26 at this time.