Toll Brothers Inc

These names are all significantly undervalued by our standards after the market rout.

Our analysts discuss where they see value in their sectors today.

Despite a drop in homebuilder sentiment recently, we see elevated levels of new residential construction in the coming years.

We expect housing starts to keep marching higher and think Lennar and Toll Brothers look undervalued.

The employment report this week will reveal if the job market remains strong. Plus, results from AutoZone, Lululemon, and Dollar General.

Stronger household formation by millennials is key.

Strong results coupled with excellent new-home sales figures have propelled shares of this no-moat homebuilder close to our fair-value estimate.

We don't see any economic moats for homebuilders under our coverage, but D.R. Horton has great positioning, and Toll Brothers is undervalued.

We'll be watching this week's housing data for clues.

Plus: Sizing up the ECB's actions, what the BP ruling means for investors, and more.

We are concerned about a slow start to U.S. light-vehicle sales this year, but we expect improvement once the cold abates.

Most industrials are fairly valued at present, with a pocket of value in automakers.

The corporate bond market will probably struggle to return much above break-even in 2014.

After suffering from the sharp increase in interest rates and widening credit spreads this summer, investors are hesitant to pay tighter credit spreads for longer-dated corporate bonds.

Stronger-than-expected economic indicators prompted investors to rethink when the Federal Reserve may begin to taper its asset-purchase program.

Rising interest rates have taken their toll, but as the Fed delays dialing back on stimulus, investors are poised to recapture some of their losses.

Interest rates have generally been on an uptrend since the beginning of May, and idiosyncratic risk seems to be rising from increased shareholder activism and aggressive share-buyback programs.

Recent U.S. economic data bodes well for industrial companies' near-term fortunes.

Many investors tried to dodge the effects of rising interest rates as demand for shorter-duration bonds increased.

Strong economic data and global stimulus hopes overcame weak corporate earnings in the bond market last week.