The recent spike in interest rates may not kill the housing recovery or housing stocks, but investors will want to be more selective, analysts say.
The "Fast Money" traders stake out positions after the worst day of 2013 for stocks.
It's a good time for investors to take a breather, Joe Terranova of Virtus Investment Partners says.
Stocks finished near session lows in choppy trading Wednesday, with the Dow posting its first three-day losing streak this year, amid lingering worries of Fed tapering.
Despite today's disappointing GDP, the market uptrend remains intact.
While smaller builders are taking the brunt of the price increases, the big public builders may actually be taking advantage of them.
Revenue shortfalls continue; companies seeking to raise dividends, increase buybacks.
Several of the largest U.S. public home builders will report earnings next week, and analysts are looking for guidance as to whether the housing recovery may be stalling.
Stocks finished at session lows Monday, posting their sharpest one-day drop this year, as disappointing economic data from China triggered a selloff in commodities.
Take a look at some of Monday's midday movers:
Stocks closed in the red Monday, with the S&P 500 moving further away from its all-time high, amid worries over the bailout news in Cyprus and over fears the euro zone's bigger troubled economies such as Spain and Italy may follow suit.
Check out which companies are making headlines after the bell Wednesday:
CNBC's Diana Olick looks at today's mortgage application numbers. A drop in the rate of the 30-year fixed sent mortgage apps higher, she reports.
Stocks finished modestly higher across the board Tuesday, with the Dow and S&P 500 closing at their best levels since October 2007, lifted by optimism for more M&A deals and after positive economic data from Europe.
Despite an improving housing market and firming prices, it's going to be difficult to achieve what is already priced into the stocks, which skyrocketed last year, an analyst told CNBC.
One problem with stocks at new highs: Corporate buybacks have been dropping, hitting an eight-month low last week, according to TrimTabs.
After improving in 2011, foreclosures ramped up again in 2012, and will likely continue to rise as banks clear out backlogs of distressed loans. More than half of the top 200 U.S. housing markets saw foreclosure numbers rise, according to a new report from RealtyTrac, reports CNBC's Diana Olick.
If there is any bright side to the report, it's that the Federal Reserve is unlikely to make noises about ending its stimulus program any time soon.
Some of the names on the move ahead of the open.
Check out which companies are making headlines after the bell Tuesday: