In the following video, Fool contributor Matt Thalman discusses a few stocks which may be hidden winners in the housing industry. These are the companies and stocks that are not the traditional housing sector plays, such as the homebuilders or retailers like Home Depot or Lumber Liquidators.
The first few of the companies are the major cable providers, such as Comcast (NASDAQ: CMCSA ) , Dish Network (NASDAQ: DISH ) , and DirecTV (NASDAQ: DTV ) . For every new home built, one of the cable companies is going to receive a new customer. In Comcast's situation, the lines must be laid, but Dish and DirecTV only need to install a satellite in your yard. General Electric (NYSE: GE ) is another company that derives a decent portion of its revenue from appliances and lighting, and this unit should see increased revenues as new homes are built.