Small was large and consumer cyclicals ruled on the performance charts, but after a period when nearly everything did well, what's the next move for stock-fund investors?
While demand for multifamily homes surges, changing demographics have kept the single-family market near the bottom with ample room to grow.
An eye-popping runup in homebuilders stocks could foretell a better housing market than many expect, but risks still loom, says Morningstar's Bob Johnson.
A doubling in housing starts off the bottom coupled with several knock-on effects from a stronger home market will give the economy a sustainable--but not explosive--boost, says Morningstar's Bob Johnson.
U.S. homebuilding starts are falling with the temperature, but they should thaw in spring, writes Morningstar's Bob Johnson.
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