Building Supply Stocks for 2013

It's House Party time - Home-builder Toll Brothers just reported Q4 earnings, with revenues coming in over $60 million ahead of expectations.

If you don't believe in the housing recovery, you better start believing - or your portfolio will be left in the dust.

Simple logic would tell us that with a recovery in the Home-builders in 2012, the Building Supply sector should follow suit in 2013. Here are our Top 3 picks in the sector: Griffon Corp (GFF), Owens Corning (OC), and United States Steel (X).

United States Steel (X)

Over the past 12 months United States Steel Corp (X) shares have traded between $17.67 and its 52-week high of $32.52.  United States Steel Corp shares are now trading with a P/E Ratio of  and EPS of -2.08.

Griffon Corp (GFF)

Over the past 12 months Griffon Corp (GFF) shares have traded between $7.54 and its 52-week high of $11.4.  Griffon Corp shares are now trading with a P/E Ratio of 35.7 and EPS of 0.3.

Owens Corning (OC)

Over the past 12 months Owens Corning (OC) shares have traded between $24.69 and its 52-week high of $38.  Owens Corning shares are now trading with a P/E Ratio of 47.8 and EPS of 0.72.