Q: I heard someone on TV, on BNN I think, say that there is currently a severe housing shortage in the U.S. Doing some research I found one analyst stating a shortage of 3.8M units. Whether or not this is considered "severe" for the U.S. I have no idea. In any case many companies in this discretionary sector are down substantially from their highs. Could you provide your thoughts on investing in a home builder at this time? Preferably for a 2 to 3 year hold. Would Toll Brothers have the top ranking or would another builder rate better? Many thanks.

Q: Please list in order (first to last) your top five US cyclical stocks. If APPL isn't one of them, please explain why not. Thank you.

Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you