Home builders: UBS analyst also came out with a bullish report on the homebuilders. I also exchanged a few emails with John Lovallo when he was at Merrill. Bullish reports don't seem to get the press that negative ones do though, lol. His favorites include KBH, DHI, MTH, and LEN. He didn't cover the smaller cousins at Merrill like CCS and MHO which I think are great buys here.
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