Latest / Felix Nikolas Prehn's Podcast / Felix Prehn - Top 3 Stocks Wall Street is Buying (Even over Palantir & Nvidia) + Stock Market News 14 August 2025

Transcript

Felix Prehn - Top 3 Stocks Wall Street is Buying (Even over Palantir & Nvidia) + Stock Market News 14 August 2025 · Felix Nikolas Prehn's Podcast

• 0:00
  Speaker 1: Wall Street is pouring money into a new sector, creating huge opportunities for those who understand it.
• 0:06
  Speaker 1: Winston, back there, does, because he did all the research on this and I'm not going to hold you hostage.
• 0:11
  Speaker 1: So the three stock tickers that I'm going to talk about here are DHI, phm and TOL, and you might be thinking that's boring, I don't know what they are.
• 0:18
  Speaker 1: Run away, and you're very welcome to do that, my friend, but you're going to miss out on a lot because I'm going to walk you through why money is flowing into these, the bull case for each, the entry point, the two of those three stocks that I just bought and a lot more.
• 0:33
  Speaker 1: And for you to get the most out of this video, I've also made a full workbook for you to download at phoenixfriendsorg slash build.
• 0:41
  Speaker 1: I'll put it down below in the comments as well, so you can just click on it.
• 0:44
  Speaker 1: I know typing is a challenge for some of us, and if you're actually serious about your money providing for you, if you're actually serious about retiring sooner or retiring better, then I've got one better for you, which is a live training this very Saturday at 10 am, new York time.
• 1:06
  Speaker 1: Let me share my screen with you so you can see it.
• 1:08
  Speaker 1: There it is, and if you go to felixfriendsorg slash training, you put in your name and write Winston I don't want to see people signing up with the name Winston, I'll know who you are.
• 1:17
  Speaker 1: And you've got to put in your email address, not Winston's, and then you've got to put in some sort of phone number so that we can send you an SMS message to remind you, because some come Saturday, you probably forget, right?
• 1:27
  Speaker 1: That is based on doing trainings for probably about 100,000 people or so.
• 1:33
  Speaker 1: It is very useful to get the reminders.
• 1:35
  Speaker 1: So links down below phoenixfriendsorg slash training.
• 1:38
  Speaker 1: Now let's jump straight into it.
• 1:39
  Speaker 1: How do we spot this opportunity?
• 1:41
  Speaker 1: Midweek?
• 1:42
  Speaker 1: Well, I was working on my stock scanner and this popped up and I was like this is interesting.
• 1:51
  Speaker 1: What the heck is this?
• 1:51
  Speaker 1: This is the XHB stock.
• 1:54
  Speaker 1: It's an ETF that tracks home builders Sexy stuff, I know.
• 1:59
  Speaker 1: And what can you see?
• 2:00
  Speaker 1: It's popping.
• 2:01
  Speaker 1: Home builders are doing well because there is still a big shortage of homes in the US, making new ones well, high in demand.
• 2:09
  Speaker 1: We're expecting well.
• 2:10
  Speaker 1: Experts so-called experts are saying there's about a million and a half homes missing.
• 2:16
  Speaker 1: That's according to Forbes.
• 2:18
  Speaker 1: So their stocks are also rising because mortgage rates are dropping and expect to drop.
• 2:25
  Speaker 1: The September Fed meeting has a 99% expectation of a rate cut right.
• 2:31
  Speaker 1: Lower interest rates, lower mortgages, means more home buyers, and so the home builders index has gained quite a lot 8% or so from June.
• 2:41
  Speaker 1: So builders are also adapting with incentives, some price cuts.
• 2:49
  Speaker 1: That's helping sales, but it's been a fairly tough market right.
• 2:51
  Speaker 1: So they have been cutting prices and we're expecting more growth potentially 6% or 7% more growth, according to the wizards that predict this sort of nonsense.
• 3:05
  Speaker 1: But they do plan to build like 1.1 million homes for this year, 40% more than last year.
• 3:15
  Speaker 1: So they're building and they're selling, and one of the key things here is why these home builders have been pummeled quite as much is tariffs.
• 3:24
  Speaker 1: So tariffs, according to Edwin from the Home Builders Association I just made that up somebody said some lobbyists said that tariffs added $10,900 costs to the average home being built.
• 3:44
  Speaker 1: Now, that might have been the case, but guess what, my friends, it is now priced in Because while stocks dropped from November, down about 30%, they are recovering, as my fellow countrymen like to say.
• 3:59
  Speaker 1: So what are the three stocks we therefore look at?
• 4:01
  Speaker 1: Look, our system is always this, and this is not really my system.
• 4:05
  Speaker 1: This is what I learned from my Wall Street mentors we look for breakouts.
• 4:08
  Speaker 1: So what have we got?
• 4:10
  Speaker 1: We've got the 50-day moving average line here.
• 4:12
  Speaker 1: That's looking good.
• 4:12
  Speaker 1: We've got this lovely little textbook pattern here that we're breaking out of.
• 4:16
  Speaker 1: That looks good.
• 4:16
  Speaker 1: So that was your confirmation.
• 4:18
  Speaker 1: So actually, yesterday was the perfect buy point.
• 4:20
  Speaker 1: Does that mean being one day late matters?
• 4:22
  Speaker 1: I personally don't think so.
• 4:24
  Speaker 1: We've also taken out the recent resistance point there yesterday.
• 4:30
  Speaker 1: So actually this is probably a better play than the day before, and volume down here is fairly bigly, so we're liking it.
• 4:38
  Speaker 1: So what are the actual stocks?
• 4:39
  Speaker 1: Well, three stocks, and I'll tell you which of the two.
• 4:43
  Speaker 1: Well, which two of the three I actually just bought.
• 4:45
  Speaker 1: We have first of all DHI, obviously a household name that everybody talks about daily, right, it's not exactly NVIDIA, but guess what?
• 4:57
  Speaker 1: I think this could make us more money than NVIDIA in the next couple of weeks and months.
• 5:00
  Speaker 1: And it's a beauty, they're called DR Horton.
• 5:03
  Speaker 1: They're seeing strong profits, right, because people want new homes.
• 5:08
  Speaker 1: They made a billion dollars in profits last quarter.
• 5:11
  Speaker 1: A billion dollars, that's pretty good.
• 5:12
  Speaker 1: It's got low debt, so it's a stable company.
• 5:16
  Speaker 1: It's not on some sort of insane biotech play and investors like it.
• 5:21
  Speaker 1: How do we know that?
• 5:22
  Speaker 1: Well, it's up 17%, since earnings which obviously were not terrible Otherwise we wouldn't have seen that reaction and lower interest rates, as I said, could boost their sales.
• 5:32
  Speaker 1: So I bought it yesterday I can't remember exactly where, but obviously somewhere here, a couple of dollars perhaps lower than it's trading right now.
• 5:44
  Speaker 1: But, yeah, I'm liking it.
• 5:45
  Speaker 1: I'm liking the breakout here.
• 5:46
  Speaker 1: What's the price target there?
• 5:47
  Speaker 1: Actually isn't one.
• 5:48
  Speaker 1: We don't set price targets, we just let it run, because most people take profits too early.
• 5:53
  Speaker 1: But even if it just runs up to if I'm allowed to measure here even if it just runs up to where it was in September, it's a 20% upside, which is not bad, by the way, if that happens, but I think it could run a lot higher.
• 6:07
  Speaker 1: Why?
• 6:07
  Speaker 1: Because interest rates will come down, and these stocks do very well when interest rates come down.
• 6:13
  Speaker 1: The second stock on the list is PHM Pulta Group, and every time they sell a home also look at that pop there yesterday, right, and institutional money is starting to warm to it down here, starting to, it could get a lot bigger.
• 6:29
  Speaker 1: Could also not.
• 6:32
  Speaker 1: Obviously, there's always a risk with these things, right, but we can manage risk if we know how.
• 6:36
  Speaker 1: If you don't know how, join me Saturday.
• 6:38
  Speaker 1: They make make a 27 gross margin from every home.
• 6:42
  Speaker 1: So they're keeping quite a nice bit of chunk of money that you're handing over to them because they're actually good at building homes efficiently, and they also make a 23 return on equity.
• 6:56
  Speaker 1: So basically, you as a shareholder, you give them a $100 and then, right, you give them that money now and then one year later they've turned that into $123.
• 7:09
  Speaker 1: That's actually pretty good.
• 7:11
  Speaker 1: And then the year after, so in year two, what would it be?
• 7:16
  Speaker 1: I need a calculator for that 1, 2, 3 times 1.23, $151.
• 7:24
  Speaker 1: And that's compounding for you, right?
• 7:26
  Speaker 1: So 51% return in just two years, which is pretty good.
• 7:31
  Speaker 1: If you ask most investors who are not like super high risk sectors and the sales are growing, 70% revenue jump.
• 7:39
  Speaker 1: This is a cyclical industry, right, home builders.
• 7:42
  Speaker 1: So we're liking at this particular point.
• 7:44
  Speaker 1: And what do you see here?
• 7:46
  Speaker 1: Well, we took out the recent highs at around sort of $123 there very, very nicely.
• 7:51
  Speaker 1: You've got pretty beautiful sort of up channel here, which is, you know, this is the sort of uptrend here which is just looking very, very, very nicely Volume starting to accelerate, which means more people on Wall Street have woken up from their cocaine-induced slumber and thought, oh my God, there's a stock we might want to buy, let's do it.
• 8:14
  Speaker 1: Which is how things happen, apparently, on Wall Street.
• 8:17
  Speaker 1: So we like it for that reason.
• 8:18
  Speaker 1: Apparently on Wall Street.
• 8:18
  Speaker 1: So we like it for that reason.
• 8:20
  Speaker 1: And I also bought this one PHM.
• 8:22
  Speaker 1: Now I've got one more for you, which is TOL, which is well, they make luxury homes, you know, snazzy homes with high profits, 28% gross profit margin per sale, which is pretty good for that sort of industry, and they have about almost 7 billion in future sales lined up.
• 8:41
  Speaker 1: So they've got profits coming up, they've got revenue coming up.
• 8:45
  Speaker 1: They don't need to worry about that, right.
• 8:46
  Speaker 1: And we expect them to bring in some pretty decent profits $3.59 per quarter, per share, eps, that is.
• 8:57
  Speaker 1: So that's pretty decent.
• 8:59
  Speaker 1: And what's the setup?
• 9:02
  Speaker 1: Well, in a way it's actually maybe lacking the others just a little bit.
• 9:07
  Speaker 1: So that's kind of the setup here, right.
• 9:11
  Speaker 1: That's sort of this beautiful channel that we're trading in here, and it is exactly the kind of pattern that we look for, and then we look for breakouts above the recent highs.
• 9:23
  Speaker 1: So that was probably a pretty good entry point there yesterday.
• 9:25
  Speaker 1: But you could also argue the next entry point would be up there when we break out of the channel and look again, volume picking up.
• 9:30
  Speaker 1: Why is that?
• 9:31
  Speaker 1: Because Wall Street everybody pretty much on Wall Street looks at the same rules, the same patterns, just retail that doesn't know what they are.
• 9:42
  Speaker 1: So my goal here and my wish with this little community is a fairly sizable community now, which is super exciting is to spread that joy and knowledge and allow people to lock this in right and not just make 25%, but maybe this will be 100%, maybe it'll be 200%, maybe it won't, maybe it's going to hit our stop loss also entirely possible.
• 10:03
  Speaker 1: But I just thought I'd share this with you.
• 10:05
  Speaker 1: I was going to share it just with my mentees and then I thought, nah, winston always says, be generous.
• 10:10
  Speaker 1: And I thought I'd roll this out to everybody for you guys to get the most information from this.
• 10:16
  Speaker 1: And yeah, so this is a sector that I like a lot.
• 10:19
  Speaker 1: Maybe as a little bonus mention for those of you who are still sticking around, a couple of other sectors.
• 10:23
  Speaker 1: We also quite like Crypto.
• 10:28
  Speaker 1: I've been talking about that a little bit of late.
• 10:30
  Speaker 1: I think iBit's one that looks very, very good here from a chart bit of late.
• 10:33
  Speaker 1: I think iBit's one that looks very, very good here.
• 10:34
  Speaker 1: From a chart point of view, that looks very, very good.
• 10:35
  Speaker 1: I know everyone's talking about Ethereum at the moment and Solana and so on, and those have already locked in some very nice gains there for people who are in that, but I think this is one.
• 10:43
  Speaker 1: The whole Marijuana space also looks pretty good.
• 10:48
  Speaker 1: Still, with home builders also come everybody else in that space.
• 10:55
  Speaker 1: So you know, home furniture and all that kind of stuff that should also pick up.
• 10:58
  Speaker 1: Similarly, one would think and is there anything else that we're liking at the moment?
• 11:04
  Speaker 1: I think those are probably the sectors.
• 11:06
  Speaker 1: And, of course, for you guys in my Menti community, I share with you every Sunday my list for the week.
• 11:11
  Speaker 1: Just this week I got a little bit more active, so I actually looked in the middle of the week, which I don't usually do, and I was like this looks bloody great.
• 11:18
  Speaker 1: So I hope you got some use out of this.
• 11:21
  Speaker 1: I hope you found this exciting.
• 11:22
  Speaker 1: Some of you were asking how the kittens are doing.
• 11:25
  Speaker 1: Tallulah is all right.
• 11:27
  Speaker 1: She's just a bit sort of spaced out and a little weak and all that.
• 11:31
  Speaker 1: So I'm spending a lot of time with the kittens sort of spaced out and a little weak and all that.
• 11:33
  Speaker 1: So I'm spending a lot of time with the kittens.
• 11:35
  Speaker 1: She's my 18-year-old kitten, who's very, very sweet and has been a little unwell of late.
• 11:37
  Speaker 1: Winston's obviously in great shape, and then there are loads of other kittens around here.
• 11:42
  Speaker 1: I did yoga this morning with five kittens on my mat, which was a fun challenge.
• 11:46
  Speaker 1: Every time you lift a leg, there's someone hanging off it.
• 11:48
  Speaker 1: So, which is lovely.
• 11:50
  Speaker 1: So yeah, so which is which is lovely.
• 11:51
  Speaker 1: So yeah, I'm just choosing to spend a bit more time with those guys and focus on that, but my goal is to give it, deliver you guys actually more value and more education and just think a little bit about how we can do things better.
• 12:00
  Speaker 1: And I'm.
• 12:00
  Speaker 1: The feedback at least I'm getting is that the workbooks are very helpful for people, because I know video can sometimes be come and go, but if you can actually read it, that can be quite useful.
• 12:09
  Speaker 1: So make sure you take advantage of that and then join our live training on saturday, because that's going to be a banger, that's going to be, that's going to be fun, it's going to be a party, and you walk away from it.
• 12:21
  Speaker 1: Um, changed man or woman, or even golden retriever.
• 12:25
  Speaker 1: So I hope to see you there.
• 12:27
  Speaker 1: Take care.