Homebuilder earnings are under pressure, but valuations should expand, says Seaport's Kenneth Zener

with Taylor Morrison reporting some disappointing results this morning. Those shares down about 2 3% but my next guest is upgrading them and Toll Brothers to buy from neutral saying the builders have priced in enough bad news and maybe there's now room to the upside. Ken Xener is home building analyst at Seapport Research Partners.Ken again to go back to I don't know if you heard Bill Sme's comments but he said you know you don't to trade the builders you kind of have to get in when the sentiment is bad and ...