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Goldman upgrades Lennar to buy, seeing 33% upside, but downgrades DR Horton


Workers on the roof of a house under construction at the Lennar Tree Tops community development in Lancaster, South Carolina.

Travis Dove | Bloomberg | Getty Images

Demand for new homes remains high in the U.S., and there are some homebuilder stocks that can take more advantage of that than others, according to Goldman Sachs.

Treasury yields rise with the Fed’s faster taper plans, omicron variant in focus

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