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Here's a slideshow of 10 housing stocks as homebuilder sentiment rises to 70 in May, with single-family housing starts below its long-term potential.
Here are Wednesday's top research calls, including new coverage of Advanced Micro Devices and Transocean, upgrades for Clovis Oncology and ConocoPhillips, and a downgrade for Disney.
The exchange-traded funds for home construction, and regional and community banks are in bull market territory since their post-election lows.
The White House's decision to put tariffs on Canadian softwood lumber imports could have stocks moving in the days and weeks to come.