R59, that's a great list of home builders to hold. I have done some trading in and out of individual stocks in the sector. Here is a list of my current holdings in order of largest to smallest positions:
CCS TOL MDC MHO TMHC BZH TPH NWHM
BZH preannounced strong growth in orders the last two months and is nicely up on that news today. I think that virtually all of them will report some blowout numbers for calendar Q3. The challenge will then be getting all those houses built on time and on budget.
If I was a large builder, I would be locking in lumber prices with futures for next spring and summer. They can do that now at only $400-450/1000 bf. That could also be a good trade for a commodity futures trader, imo.
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