Weekly Picks: 🏡 Lennar's Recovery, Saudi Aramco's Yield, and SSAB's Prime Tariff Positioning

April 09, 2025

Welcome to Weekly Picks, where each week our analysts hand pick their favourite Narratives from the community ( what is a Narrative? ).

This week’s picks cover:

👨‍🏭 What SSAB stands to gain from trade tensions, surging EU demand, and a weak krona,
🏡 Why long-term tailwinds and a cheap valuation make Lennar one to watch, and
🛢️ How Saudi Aramco’s yield and clout make it a bond-like bet on global stability.

What's next?

🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.
🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.
✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .
✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!

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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.

Michael Paige

Michael is the Content Lead at Simply Wall St. With over 9 years of experience analysing and researching companies, Michael contributes to the creation of our analytical content and has done so as an equity analyst since 2020. He previously worked as an Associate Adviser at Ord Minnett, helping build and manage clients' portfolios, and has been investing personally since 2015.

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