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ERROR: type should be string, got "https://www.barrons.com/articles/housing-stocks-poised-for-growth-51593206916\nStock Screen\nHousing Stocks Have Taken a Hit. These 7 Could Bounce Back Quicker Than Others.\nShaina Mishkin\nUpdated June 28, 2020 / Original June 27, 2020\nEthan Miller/Getty Images\nEven as unemployment remains high and Covid-19 continues to spread, there have been signs that the housing market is recovering, with the weekly volume of applications for a loan to purchase a home surpassing levels over the same period in 2019 and new home sales rising.\nWhile interest in buying a home has, by some measures, improved or returned to precoronavirus levels, the same can’t be said for all housing-related stocks. To find stocks with solid growth potential, Barron’s started with the SPDR S&P Homebuilders exchange-traded fund (ticker: XHB)–which includes housing, home good, and home builder-related stocks—and screened for stocks trading in the negative year-to-date as of June 24’s market close. Barron’s then filtered for stocks with positive earnings per share growth rate from 2019 to 2021 estimates, searching for companies that could emerge from the pandemic stronger than they entered.\nThe seven stocks that made the cut range from builders to supply manufacturers to furniture and appliance purveyors. While all are down year-to-date, analysts expect their earnings per share to grow in 2021 compared with 2019, before the companies were impacted by the virus.\nStock screens are a starting point for further research, and market conditions can change.\nHousing-Related Stocks That Are Down But Should Grow\nDespite a rocky start to 2020, analysts expect these stocks' earnings to surpass 2019 levels in 2021.\nNote: Data as of close on June 24. E=Estimate.\nOf the stocks that made the cut, analysts favor Masco (MAS), a home improvement product company, and Aarons ( AAR ), a rent-to-own furniture retailer, with 75% and 73% of those polled ranking the companies the equivalent of Buy, respectively.\nMasco, which manufactures home goods like paint, cabinets, and bathroom products, recently updated its outlook to reflect expectations of better-than-feared sales in the second quarter. Following the announcement, RBC raised its 2020 price target for the company, writing “we continue to view MAS as a best-in-class name with one of the most resilient portfolios” in a June 16 note. The stock was down 0.5% year to date at the time Barron’s ran the screen.\nIn Sept. 2019, long before Covid-19 became a pandemic, a Jefferies analyst called Aaron’s “a hedge to standard recessionary pressures that cause most stocks to decline.” Analysts expect the company to report earnings per share of $4.02 in fiscal year 2021, compared with earnings per share of $3.89 at year-end 2019, according to FactSet. Aaron’s was trading down 25.1% year to date at the time of the screen.\nWhile analysts expect Aaron’s earnings per share to grow 3.3% from 2019 to 2021, Masco is among the fastest-growing of the group, with earnings per share expected to rise from $2.25 in 2019 to $2.60 in 2021, according to FactSet—a 15.6% increase. Other companies in the group with the highest estimated growth rate between 2019 and 2021 include Tempur Sealy International (TPX), builder Taylor Morrison Home (TMHC), and heating, ventilation and air conditioning manufacturer Johnson Controls International (JCI), with earnings per share estimated to jump 26.7%, 17%, and 10.7% respectively.\nOther stocks that made the cut include insulation contractor Installed Building Products (IBP), which analysts expect to grow 2.7% between 2019 and 2021, and water heater supplier A.O. Smith (AOS), which is expected to grow 1.8% in the same time, according to FactSet estimates.\nWhile analysts expect these companies’ 2021 earnings to grow past 2019 levels, that doesn’t mean the present—or the housing market—is trouble-free. Some stocks, like Taylor Morrison, could run into trouble if virus cases continue to grow in southern and western states, analysts say. “Even modest retrenchments locally alongside rising case curves could stall the housing recovery given the relative importance of these markets,” RBC analyst Mike Dahl wrote in a June 22 note.\n—Write to Shaina Mishkin at Shaina.Mishkin@dowjones.com"