US stocks that are exposed to the whole spectrum of their residential housing industry continue to make all-time highs as they dance the same jig as the lumber price. There are no sell signals and considering the advance by lumber we feel the sector should stay strong through 2021 and into 2022 but the question is do we see any value in the sector at current levels, and where is the risk / reward attractive.
MM is neutral-bullish the US Housing Sector short-term
