Homebuilders have been trending higher…and that trend looks intact. Here’s my take on Lennar (LEN) (March 24, 2015)

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Treasuries, falling; the yields not the treasuries themselves, yields are falling and that’s good for homebuilders. I like the way these homebuilders are trading; of course it would have been nice to have bought this here but if we had done that we would have also liked to sell it here, etcetera, etcetera, but you take them as you find them.

The thing is Lennar ( NYSE:LEN ), as with the XHB ( NYSEARCA:XHB ), it’s just trending higher, choppy, up and down, but you see these bouts of consolidation, that’s what’s really happening here, that’s what’s happening now. So my suggestion on Lennar ( NYSE:LEN ) is, get a price alert, set that thing at about 48.50, $2.00 or so below where it is right now. Set another one up here at 52.00; that’s the Ron Popeil trade, “Set it and forget it!” If the stock breaks out above this level, the 52.00 level then that’s an indication that the uptrend is perpetuating itself and it’s time to buy.

On the other hand if the stock pulls back you don’t have a sense that the uptrend is going to continue what you have is a good pullback to buy on a dip, to buy at prior support. Which means that you don’t know whether the uptrend is going to continue but you’re not going to have to pay much for the right to make money; you’re not going to have to risk much because the stock pulls back you buy the stock, if the stock continues you’re out right here, you don’t have to ride that thing all the way down wondering what happened.

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