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Demmert: TOL 'Best' Housing Stock, Fed Offers Bullish 2026 Path

7 min8 december 2025

James Demmert calls Toll Brothers (TOL) "best of the group" in homebuilders. He highlights what makes the company different from peers like D.R. Horton (DHI). While James doesn't currently like homebuilders as a group, he makes the case for the FOMC's interest rate decision to change that. Tom White offers an example options trade for Toll Brothers.


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