4 stocks that will lead the housing market recovery - Business Insider

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4 stocks that will lead the housing market recovery - Business Insider
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Wall Street analysis firm Jefferies sees a long-term shift in interest from cities to suburbs — and the stocks that will lead the recovery of the housing market

lays out the lay of the landscape with housing recovering more quickly than anticipated.

Jefferies' favorites are TopBuild , Owens Corning , Fortune Brands Home & Security , and Installed Building Products . And because of the predicted growth in new construction, FBHS will see an uptick in builder interest in cabinets, plumbing, and doors. Regarding the smaller-ticket category of small projects and repairs costing less than $900, Jefferies sees these outperforming bigger, more expensive projects like installing new cabinets or windows. Some low-cost projects named in the report were plumbing, painting, and lighting.

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