The discussion around interest rates has taken a massive turn in the past few months. It is no longer around the issue of whether the Federal Reserve will need to raise rates. Rate cuts are coming…the debate now is around when and by how much.
And while a lot of industries and sectors will benefit from lower rates, especially small cap stocks, one industry that should be a clear winner is homebuilding and remodeling. Two standout supplier stocks in that area are Masco (MAS), and for a small cap play which may have even more juice, Masonite Industries (DOOR).
