Motley Fool analyst Blake Bos points out additional elements to consider when looking at companies that are dependent on the housing rebound.

In this video, Blake looks at lumber prices compared to housing starts to help give investors a frame of reference.  What will this mean for homebuilders like Lennar (NYSE:LEN) and PulteGroup (NYSE:PHM)?

Additionally, Blake shares some key factors to be managed that will impact earnings for lumber suppliers such as Weyerhaeuser (NYSE:WY) moving forward.