lay out the landscape for stocks to buy, with housing recovering more quickly than anticipated.
Jefferies' favorites are TopBuild , Owens Corning , Fortune Brands Home & Security , Jeld-Wen , and Installed Building Products . And because of the predicted growth in new construction, FBHS will see an uptick in builder interest in cabinets, plumbing, and doors. A report by Jefferies also indicated Jeld-Wen Holding could see a 7%-10% lift in earnings as the migration to the suburbs continues and demand for wood, window, and door manufacturing is expected to climb.
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