Clear Street believes President Trump’s social media post that the U.S. should bar large institutional investors from purchasing single-family homes is a “hidden gem” for Equifax (EFX), FICO (FICO) and TransUnion (TRU). The ultimate goal of the Trump administration is to increase housing affordability by lowering mortgage rates and home prices, which could end up “helping these stocks despite the rhetoric around credit file and score price increase,” the analyst tells investors in a research note.
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