Dear Reader,
I've recommended thousands of stocks.
Invested some of the biggest winners in market history—Apple at $1, Netflix at $1.62, Amazon at $1.57 (split-adjusted).
But I rarely find an opportunity like these.
That changed when I discovered what my research shows Apple is planning.
I found it buried in Patent #11528076 B1—technology Apple has secretly embedded in over a billion iPhones.
Most analysts are focused on AI and VR. They're missing what's right in front of them. This patent could reveal Apple's real endgame…
And it's bigger than anything they've done before.
Here's what grabbed me: Apple can't make this work alone.
They need something that was locked up years ago by a tiny company nobody knows about.
So Apple did something I've never seen them do…
They invested $1.5 billion in one small partner.
This $25 company is now essential to Apple's biggest disruption since the iPhone…
See my rundown on this opportunity right here.
Good investing,
Alex Green
Chief Investment Strategist, The Oxford Club
These 3 Housing Stocks Are Laying the Foundation for a Comeback
Written by Thomas Hughes. First Published: 11/25/2025.
Key Points
- The housing market is beginning a slow recovery, with improvement expected to strengthen in 2026.
- D.R. Horton, Lowe’s, and Whirlpool are positioned to benefit from this rebound through volume growth, capital returns, and institutional support.
- Analyst and institutional sentiment signal long-term upside potential for these undervalued stocks.
The housing market is still in rough shape, impacting performance for all companies in the sector—from homebuilders to home improvement firms. However, it may be on track for a recovery: easing interest rates and stabilizing home prices have produced modest improvement that is expected to strengthen in 2026.
With risks largely priced in and reliable capital returns, companies such as D.R. Horton (NYSE: DHI), Lowe’s (NYSE: LOW), and Whirlpool (NYSE: WHR) are well-positioned to benefit from improving housing-market trends. 2026 could be a pivotal year for their stock performance, which is likely to trend higher over the long term as these businesses grow, sustain cash flow, and return capital to shareholders.
D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount
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D.R. Horton, the largest homebuilder in the United States, faces pressure in 2025 as falling home prices weigh on revenue, despite ongoing volume growth. Volume gains are important because they help sustain the company’s cash flow and support its capital-return program, including buybacks and dividends.
Although the company's guidance includes a reduced forecast for share repurchases, buybacks are still expected to be meaningful at roughly 5.8% of the late-November market cap.
The stock has fallen nearly 10% in FY2025. Buybacks are likely to be sustained, if not increased, as the housing recovery strengthens.
The DHI dividend is modest, yielding about 1.25% while the stock trades near $145, but it is reliable and has grown at roughly three times the pace of inflation.
The payout ratio is below 15% of earnings, and share repurchases help support per-share metrics by offsetting the impact of annual dividend increases.
The most recent dividend increase amounted to roughly a 13% boost for investors, and another substantial increase is likely in 2026.
Analyst sentiment is mixed: a few price-target cuts have been offset by increases, leaving the consensus modestly bullish because most revisions remain clustered around the consensus. The consensus implies a small, single-digit upside in 2025 that is likely to trend higher over time. Institutional activity is strong—institutions own more than 90% of the stock and were net buyers in early Q4, purchasing more than $2 for every $1 sold.
Lowe’s Poised to Trend Higher in 2026 on Expanding Pro Exposure
Lowe’s fiscal Q3 release highlighted resilience relative to Home Depot, largely because Lowe's has lower exposure to storm-related disruptions.
A key development was growth in its professional-contractor segment, supported by the strategic acquisition of Foundation Building Materials.
No buybacks occurred in Q3 as capital was preserved for the acquisition, though repurchases earlier in fiscal 2025 reduced the share count by roughly 1%. Buybacks are expected to resume in 2026 as free cash flow improves.
Lowe's also offers an attractive dividend yield of over 2%, which is expected to grow at a low single-digit pace annually.
Whirlpool: A 5% Yield and Stock Price That Can Double
Whirlpool’s (NYSE: WHR) stock is trading near long-term lows after struggles with tariffs, heightened competition, and a dividend cut. The sell-off appears overextended, however, and a rebound may be coming for the appliance maker.
Although the payout was reduced, the dividend yield remains attractive at nearly 5%, and the payout ratio is below 65%, which is in line with other large-cap blue chips.
Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances improves.
Analyst coverage is tepid, but the consensus still implies about 15% upside from current levels.
Institutional activity is a more encouraging signal: institutions bought roughly $3 of Whirlpool stock for every $1 sold in 2025. By owning more than 90% of the shares, institutions provide a deep base that is likely to be supportive in 2026.
The stock now trades near levels not seen since the COVID-19 crash of 2020, suggesting there may be significant upside potential from here.
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