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Century Communities Inc. (CCS $63.06)
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Champion Homes Inc. (SKY $70.08)
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Toll Brothers Inc. (TOL $128.29)
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NVR Inc. (NVR $7,962.30)
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.