-
Century Communities Inc. (CCS $65.35)
-
Champion Homes Inc. (SKY $73.50)
-
Toll Brothers Inc. (TOL $131.01)
-
NVR Inc. (NVR $8,198.55)
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.