Housing-Related Winners of 2012

After Wednesday's monster fiscal-cliff-deal rally, homebuilders and related industries confirmed their 2012 strength.

For much of 2012 I focused on smaller names that led the sub-sector in terms of price performance. I also screened for fundamentals because, over the longer term, that's what drives price appreciation. Mortgage-related companies such as Ellie Mae (ELLI) and Nationstar Mortgage (NSM) were big 2012 gainers until they began to falter in October. Small-cap Ellie Mae cleared a consolidation in Wednesday's rally, while mid-cap Nationstar still has work to do before regaining its October high of $37.20. Lumber Liquidators (LL) is another small-cap, housing-related name that notched big gains through October. This stock is also currently consolidating below its prior high....375 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.