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I would say PLPC is the best choice, given a Homebuilder-heavy portfolio. All the rest of these are in the housing industry, and will move up (or down) in tandem with the rest of our current picks.
I really like PLPC, so I bought some shares yesterday for $166 right after I saw it drop big on good earnings. (Sales were up 11%, EPS is up 47% YoY to $4.08/shr)
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