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4 Stocks for an Improving Housing Market

Weyerhaeuser, NVR, U.S. Bank, and Fifth Third are all well positioned for a housing-market upturn.

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Jim Sinegal: After extensive research into economic and demographic conditions in the United States, we've come to the conclusion that conditions are ripe for an upturn in the housing market. We're very optimistic with respect to millennials, which is the largest generation in U.S. history. Over the next several years, this cohort is going to be entering their 30s--that's the age when household formation and homeownership rates are generally the highest.

At the same time, we have the tightest labor-market conditions we've had in several years. We're also going to see the aging of the baby boomers create new job opportunities for millennials and, at the same time, those same aging boomers are going to create millions of opportunities in health care. So, that should improve [millennials'] financial conditions.

Jim Sinegal does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.