Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 3d ago
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
That's been an arguable bull market thesis for a lot of these companies, and yet it just doesn't seem to materialize.
Whether it's rising costs for materials, whether it is, yeah, there's demand, but not in every area, and where there is demand, it's kind of not always at the entry level.
So out of these four, I would go with Toll Brothers, ticker T-O-L.
That is the one that I see benefiting the most from this continued... Yeah, maybe it's a decaying K, but it's still K-shaped.
And I think that the...
Emphasis on the higher end of the market is something that will continue to pay off longer than at the lower end of the market.
And hopefully, Toll Brothers will be able not to have to make some of the same concessions to the same level that we're seeing, that we're likely to see entry-level home builders make as mortgage rates rise.
A lot of time when mortgage rates rise, it's the builders who end up eating that on the new home side by giving enough
incentives to effectively reduce the mortgage rate to something that's affordable for those buyers.
Dan?
I think maybe Chipotle with around 60%, something like
Yeah, so I still go by Chipotle restaurants when I'm traveling on the road.
Nobody local here, but when I'm traveling, I definitely see them.
I definitely see the lines are long.
People are still going.
Yes, they've had that CEO transition.
Yes, they've had some growing pains, but they still have those big expansion plans.
And yeah, from a competitive standpoint, they face many of the same challenges that all the other restaurant stocks do.
But I just think that that concept is a popular one.
It has bridged generations to some extent.
Showing 61–80 of 1,715 · page 4 of 86
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