Gimme shelter

Housing is on a roll despite rising mortgage rates

the demand for new homes. Also, there are a slew of home-building companies trading at reasonable P/E [price/earnings] multiples.” Two of Muhlenkamp’s favorites: home builders Centex (NYSE: CTX) and Crossman Communities (Nasdaq: CROS).

Whether it’s brick-and-mortar or equities, it’s a seller’s market.

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