- Portfolio Prep for Next Week: 'Don't Get Crazy'
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Surprising Options Trades in TiVo Shares
- 10 Dividend Picks For Your Portfolio: Chief Investors
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Retail Earnings and Sales to Improve in Q4: Analyst
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
MOST SHARED
- Tiger Woods Out of Hospital After Accident
- The Good Entrepreneur Winner
- Get Paid Six Figures to Wear a T-Shirt?
- Halftime Report: Dubai - First Ripple Of Larger Crisis?
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Dubai Spooks Investors But May Bring Buying Opportunity
- CNBC VIDEO: Warren Buffett & Bill Gates 'Walk & Talk' at Columbia University
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- Surprising Options Trades in TiVo Shares
- EA Sports Hopes to Pump Up Sales Through Pop-Up Locations
- Dubai's Debt Woes Signal New Era for Creditors
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Fed Audit Would Hurt Economic Prospects: Bernanke
- Dubai Stock Selloff May Bring Buying Opportunity
- Longer Lines, Fuller Carts This Black Friday
- Big US Banks May Be Forced to Raise Capital: Bove
- Bank of America Amends Pay for Senior Executives
- Dubai Fallout Is a Correction, Not Another Crisis: El-Erian
- Tiger Woods Out of Hospital After Accident
RSS FEED
CNBC Stock Blog
Text Size 
It was real estate that led the market into recession, and David Goldberg of UBS thinks it's getting ready to lead it out.
First, though, it's going to need some government help.
"One thing that's been talked about is some sort of stimulus package from the government," he told CNBC. "Maybe, that would include a buy-down of rates, and that certainly would help stimulate some demand."
Goldberg thinks there's a lot of demand waiting on the sidelines for now. He admits that fundamentals for homebuilding companies are low, and likely to remain so for at least the next nine months. This, he believes, is the time to buy on valuation.
Recommendations:
At the top of his shopping list is Lennar [LEN
Loading...
()
], which UBS upgraded last week to "buy" from "neutral."
It's followed by Centex [CTX
Loading...
()
] and Toll Brothers [TOL
Loading...
()
], which Goldberg says has better land positions than its rivals.
He also likes Ryland Group [RYL
Loading...
()
].
Disclosures:
Neither Goldberg nor his firm owns shares of, or has any business relationship with, Lennar, Centex, Toll Brothers, or Ryland Group.
Data is a real-time snapshot *Data is delayed at least 15 minutes