William Lyons Homes and Beazer Homes appear to have bad news already priced into their depressed shares.
This mix of 20 deep-value names was outperforming a couple Russell indices three months back but is trailing them now.
Rather than a squeeze on aluminum, this is about how warehousing companies are managing inventory based on spreads, physical premiums and carry.
All commodities will get a boost should the U.S. dollar sag, but it's those commodities with the tightest inventories that will rise the most.
But here's how you can get into the name without much risk.
GE's 7% surge on Monday is a welcome surprise for gain-starved shareholders.
Flannery's restructuring plan could be realigned itself.
As the market plays wait and see, the Chinese infrastructure boost is kicking in, making copper a good bet.
Investors should focus on specific commodities, like Copper, where fundamentals are clear.
Acuity Brands offered tremendous value in the spring, but analysts didn't catch on.