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Think housing will improve? Buy truckers, KeyBanc's Todd Fowler suggests. “All the...

Think housing will improve? Buy truckers, KeyBanc's Todd Fowler suggests. “All the freight required to build a new home has a very positive impact on trucking activity," he says, noting each new residence requires 5-8 truckloads to transport supplies such as lumber, roofing materials and interior furnishings. Fowler likes KNX, WERN and CGI, plus retailers HD and LOW.
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