- 
        
                             Century Communities Inc. (CCS $59.79) Century Communities Inc. (CCS $59.79)
- 
        
                             Champion Homes Inc. (SKY $68.23) Champion Homes Inc. (SKY $68.23)
- 
        
                             Toll Brothers Inc. (TOL $134.58) Toll Brothers Inc. (TOL $134.58)
- 
        
                             NVR Inc. (NVR $7,188.58) NVR Inc. (NVR $7,188.58)
            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.
        
     
                             
                             
                    