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                Century Communities Inc. (CCS $58.42)
    
        
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                Champion Homes Inc. (SKY $66.60)
    
        
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                Toll Brothers Inc. (TOL $133.31)
    
        
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                NVR Inc. (NVR $7,072.32)
    
        
 
            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.