Investors bet on a gradual recovery in the housing sector.
Hershey is upgraded to 'buy' at Goldman, and Southwest is downgraded to 'neutral' at BofA/Merrill.
Travelers is downgraded to 'equal weight,' and Boeing is initiated with a 'buy.'
Home-improvement stocks already look strong, and continued weakness in home sales can only make them stronger.
The home improvement company, however, maintains a cautious view on the housing market recovery.
The largest operator of farm and ranch stores in the US suffered setbacks during the recession, but recent quarters have seen an uptick.
Housing plays are rising, including the venerable paint supplier and a faucet maker backed by a top hedge fund manager.
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