iShares DJ Home Construction ETF (ITB-N)

This includes home builders, but also building material companies. Likes what is happening in the US housing market. This is a sector that is going to continue to improve, and he likes this ETF.

Likes the housing sector. It is improving in the US. One thing that holds him back from holding ETF’s in this space is the slowdown in oil, which is affecting places like Texas. That is a large part of some of these builders. He prefers something like Home Depot (HD-N).

An ETF that takes advantage of US housing starts and/or home renovations? One would be this or SPDR Homebuilders (XHB-N) as a pure play on homebuilders. Not a bad place to be and you could do very well in the next 2-3 years.

Home construction ETF’s? He likes this as an idea. This has some of the large homebuilders, Home Depot (HD-N), etc. A good area to invest in. You could look at this or SPDR Homebuilders (XHB-N).

This contains some of the retail names such as Lowes (LOW-N) and Home Depot (HD-N). Feels housing recovery is a long-term theme, and we are probably in the 5^th inning of that and that it will continue.

(A Top Pick Dec 3/14. Up 7.16%.) Home construction tends to do well from about late October all the way to the present. If you have profits on this, take them now. Average return is pretty close to about 7%.

This is a pure home construction play, the actual people that build the homes, rather than the retail. We are already in the period of seasonal strength, which runs from October all the way through to the beginning of February. From the beginning of December all the way through to February 3 has produced an average return of about 11.5%, outperforming the market by about 9%. The improving labour market and the low mortgage rates will tend to benefit this through to the end of the year.