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Morgan Stanley Just Bet Against Berkshire Hathaway's Favorite Homebuilder

Source: 247wallst.com

Housing & Real EstateAnalyst InsightsInvestor Sentiment & Positioning
Morgan Stanley Just Bet Against Berkshire Hathaway's Favorite Homebuilder

Morgan Stanley issued a sell rating on an unnamed homebuilder despite Berkshire Hathaway continuing to increase its stake. The opposing views reflect disagreement over the timing and durability of a housing-market recovery, with Morgan Stanley emphasizing nearer-term risk while Berkshire appears positioned for a longer-term rebound.

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mildly negative

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MS-0.35

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