Now that the government is in charge of the GSE's (can I call them Government "Sponsored" Entities or should that change to something else??), analysts are looking for the builders to reap the rewards, long term in sales and short term in the stocks.    Read More

So there’s a bit of a blurb in the Wall Street Journal today about billionaire hedge-fund manager Edward Lampert and his ESL Investments Inc. buying into a few home builders (Centex and KB Home) as well as a few mortgage lenders (PHH and CIT) and Home Depot just to boot.   Read More