iShares Dow Jones US Home Const. (ETF) (AMEX:ITB)

The surviving home builders will outperform the S&P.

I expect the housing market to start to recover at some point in the second half of 2012.

This is a cyclical investment which should have strong growth over the next five years.

Shorting this fund is about as close to a sure thing as you can get. With somewhere between 15 and 20 million vacant homes in the U.S. today and a shrinking pool of qualified buyers, the majority of large U.S. home-builders are headed for bankruptcy over the next several years, and they'll take this index with them.

Home building is unsustainably low, and when it returns to replacement rate, this index should take off

Market has overshot on the downside. Inventory of new homes is far below any point since measured by Department of Commerce.

All publicly traded home builders combined only supply about 20% of new construction. We are now bouncing around the bottom for home prices. The taxpayer rescue has delayed the process and allowed builders to continue building on speculation. One or more of the builders might fail, but the group will skyrocket within the next few years when the demand for new homes appears. (Public companies will be able to react quickest to changed market demand).

The chimp says the homebuilders have bottomed; this ETF holds most of the good ones. Holdings visible here: http://us.ishares.com/product_info/fund/holdings/ITB.htm

IT'S the HOMEBUILDERS STUPID!!!!!!

will recover but will take the better part of five

Low rates are a coming...people will buy homes, this play covers some good ones.

I'm 27 and have an IRA. This has nowhere to go but up and is severly discounted right now. I got nothin' but time...

America needs homes sonner or later

This is a safe place to invest your cash vs owning a home builder. If you want diversification in this market and belive that we will have a return in late 2009 of buyers than the Dow Jones US Home ETF is a great buy. Good Luck!

accumulating shares in the low to mid teens

Trying to catch the bottom :)

Public builders will do very well as the private sector is going down hard. Many of the private builders have NO chance of recovery. With a lot of private builders going under, public builders will gain considerable market share. With a gain in market share means more profit for good homebuilders when homebuilders bottom. The strongest homebuilders will thrive once the storm has ended. I expect homebuilders to do very well against the S&P in the long run because of this. We care a lot more about cash right now than what their earnings are. It is a game of survival of the fittest, Based on the game theory, homebuilders must recover because it is a zero sum game as people need homes to live in therefore homebuilders must do well for the economy to do well. The odds are with you because americans just like you need a place to live in.

Nice way to play the housing downturn without the individual company risk. If you think we're approaching a bottom over the next six months (I do), then now is a great time to dollar cost average into this etf.

tmfbent

More impairments & no working capital for most builders leads me to believe this sector is going to come down hard in the near future.