RE:House-builder stocks doing well
There was an Odd Lots podcast a month or so ago (Bloomberg podcast) where they interviewed a guy with a company that gets housing developments set up to sell to builders. They get all the permits, set up the layout and amenities. All the stuff Jeff is doing. And their business has recovered quite well of late. It's a good listen. Don't get me wrong, so far GRB has demonstrated a remarkable ability to step on it's own wang, but they are in some fairly hot sectors still. Not highly optimistic after many years of dissappointment, but I'm still holding.