Taiwan Semiconductor Manufacturing (NYSE: TSM) posted record profits in the fourth quarter, but that's not why Motley Fool analyst John Rotonti believes the company is so important. In this podcast, he analyzes the company's commitment to invest more than $40 billion this year to increase manufacturing capacity, as well as the latest news from homebuilders KB Home (NYSE: KBH) and Lennar (NYSE: LEN). Plus, Motley Fool analysts Deidre Woollard and Matt Argersinger discuss Sun Belt migration, remote work, and other big trends in real estate, along with some investment opportunities to consider.
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2022 is off to a rough start, but these businesses are doing far better than their stock prices are indicating.