house for sale.

Home prices rose at their fastest rate since August of last year but home builders like Pulte Home (PHM), Lennar (LEN), and Hovanian Enterprises (HOV) aren't receiving much love. That, in a nutshell is the story of 2015.

Barron's staffer Ben Levinsohn taps into the analysis of MKM Partners Megan McGrath, who explains why Wall Street just ain't buying it.

Homebuilder stocks started out the year as outperformers, (on a market-cap weighted basis), but we believe that concerns over margins, mortgage rates, labor shortages and Texas caused a general pullback in many builder stocks in the latter half of this year.

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