david peltier is a portfolio manager at thestreet.com. >> david peltier is a portfolio manager, and he joins us now. david, always nice to see you. welcome back. i have to sku. in the past year, fashional home prices as we reported on down more than 5%. but the home builders exchange traded fund is up 9%. please explain this. >> that's a good question. often time the stock market discounteds what's going to happen several months in advance. so if anything, stocks already bottomed in the housing market. the key phrase is potential, right? >> exactly. >> tom: with that in mind, vu a couple of ideas, you think are queued up for rallies, begining with beazer homes. this chart looks nasty down 15% over the last year. bzh hasn't reported a profit. why do you like this? >> it's started to bottom out that. bottom is correlated with the fact that the ceo in two other company insiders recently purchased about 45,000 shares of the stock on the open market. this is something i like to see when a company's fundamentals may be on the turnaround. this is a sign of confidence from management. >> tom: