With markets jittery all over the place, the one area investors still seem to be pretty confident in is the Home Builders. And why not? In a declining interest rates environment, home buyers can finance purchases at historically low interest rates -- why wouldn't they be buying and building new homes?
Of course, even in the strongest names, this is no time to be a hero. Prudent risk management is still job #1 and we are not looking to be too aggressive here. Therefore, we've got a bullish play on tap, but we're approaching it in such a way so as to put ourselves in position to participate in upside as cheaply as possible.
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