Savvy Trades and Investments

[bbotcs]

cliffvb: Homebuilders

My three are LEN, PHM, and TMHC. The homebuilders need to send vans to the border to pick up workers, because that is their big problem--labor.
Lumber prices have retreated, I hear, but those costs are passed on to the buyer. Labor shortages are everywhere, and it is a big mess.

Three is my limit. After U digest the cc, if U feel that DHI should be substituted for one of the above, I'm all ears.