RE:Analyst Comment"but you have to see what happens to the commodity price."
Well Duh! So lumber goes up or stablizes, there will be doubt about wether it could be sustained. There is no certainty in futures, so place your bets.
Truth is that target prices for these names is not based on $1600 lumber but a conservative estimate down to $600. With limited capacity inceases coming and homebuilding continuing to increase, WFG and others will continue to print money while improving their balance sheets, lowering share counts and increasing capacity by acquisitions and/or capital improvements.