As Wall Street And Main Street Gobble Up Houses, Money Moves From Home Depot To Homebuilders

Investors looking to tap into the strength of the housing market have been aggressively buying homebuilder stocks. Before the housing market turned around, though, savvy investors had benefitted from home improvement stocks like Home Depot and Lowe's. The latter trade seems to be over, even though those stocks have continued to gain, as the shifting mix in residential construction spending definitely favors new construction on the back of falling single-family home inventories and declining dist...