Headlines and government data continue to point to a housing recovery, yet working through the housing and housing derivative plays has turned into a maze of sorts. Specifically, even as lumber futures get hit, the homebuilder sector is trying to catch its breath after yet another stunning recovery from a steep sell-off.
While that plays out, select ancillary plays on the housing market seem to be enticing inflows here. Specifically, the following three ideas all have discernible housing sector exposure and are sporting intriguing technicals. I like them on further strength.
HVT is also a quality chart to watch, though they have earnings on Thursday.
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