Wednesday's solid housing starts data saw the highest print in five years and showed 23% growth. TheStreet's Stocks Under $10 Porfolio Manager David Peltier thinks this will bring home builder stocks back into play in 2014. He is playing the housing group by investing in Standard Pacific Corp, which has pricing power and exposure to Californian housing market. Peltier also likes Builders FirstSource as a building supplies play.
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