*Don't Bet the House on a
Rebound in Real Estate Stocks**by Douglas
Davenport<http://www.gliq.com/cgi-bin/[email protected]+++2+2831009++E-Acquisition
Lead>*

Dear Subscriber,
[image: Douglas Davenport]

The stock-market rally over the past two weeks may have come as a surprise
to many investors. But what's even more surprising is the outperformance of
housing stocks.

The iShares U.S. Home Construction ETF (ITB) has jumped 5 percent since
Aug. 27, beating the 3 percent advance by the benchmark S&P 500 in the same
period.

So what's going on? Is this a signal that real estate stocks are turning
around after being pummeled during the financial crisis? Technical analysis
provides what I believe is a definitive answer to that question.

*A Classis 'Oversold Bounce'*

Based on the chart below, it's clear to me that the recent strength in the
housing sector is nothing more than what's called an oversold bounce.

<http://www.gliq.com/cgi-bin/[email protected]+++2+2831009++E-Acquisition
Lead>
Click for larger
version<http://www.gliq.com/cgi-bin/[email protected]+++2+2831009++E-Acquisition
Lead>

To understand what's happening now, we have to look at the historical
performance of housing
stocks<http://www.gliq.com/cgi-bin/[email protected]+++2+2831009++E-Acquisition
Lead>. For about 18 months starting at the beginning of last year, the
iShares U.S. Home Construction ETF was on a tear. In January 2012, we saw
what's called a golden cross, when the blue 50-day moving average crossed
above the red 200-day moving average line.

*Billionaires Make Stunning Move*

Warren Buffett and Bill Gates are dumping their largest holdings in a
strategic move to buy something safer. So where are they putting their
billions? Somewhere they can watch their wealth grow.

*Details 
here.*<http://www.gliq.com/cgi-bin/[email protected]+++2+2831009++E-Acquisition
Lead>
*External Sponsorship*

If you had invested in ITB at that point, you would have doubled your
money. But earlier this year, a change took place. While ITB continued to
make higher highs into May, its performance relative to the S&P 500 — the
second line from the bottom in the above chart — remained flat.

That type of divergence is considered very bearish, and sure enough, ITB
gapped down in June, falling through its 200-day moving average.
[image: Since June, a new declining trend in housing stocks has taken
hold.]Since
June, a new declining trend in housing stocks has taken hold. Since then,
the signs for housing stocks have just gotten worse. Last month, ITB's 50-
and 200-day moving averages crossed each other in the opposite direction,
known as a death cross. The ETF's Relative Strength Index, or RSI, has been
constrained within a depressed 30-60 range. And its moving average
convergence divergence (MACD) line — at the bottom of the above chart — has
remained below zero.

Housing stocks have made several unsuccessful attempts to turn things
around over the past couple months. The 50-day moving average, which acted
as strong support during the rally in 2012 and early 2013, has now become
firm resistance.

*What's Ahead for Housing Stocks?*

The rising trend enjoyed by housing stocks for a year and a half has now
clearly been broken, and a new declining trend has taken hold. But
high-flyers rarely die a sudden death. That's why some investors are still
betting on a rebound. They believe this is their opportunity to enter the
market on the cheap. That speculation is the reason for ITB's recent
strength

-- 
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