Housing boom? Not yet, but anybody who plays the stock market knows, you get in before the boom, not during it.

That is why the stocks of the home builders [XHB  24.535 -0.205  (-0.83%) ] are up triple digits from a year ago, as housing starts slowly rise from the ashes. But investors, if they believe in this recovery, should be looking beyond the builders to the more than 30 sectors that benefit directly from housing.

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