I think that whole sector I have on watch has been leading the market average since same time my sales started turning up.
around May this year.
BLD, FBU, ABC, CLR and DLX as you say.
most of these stocks are telling the story in this sector. Many up 60-70% in 2013.
"It would be interesting to know how much is new buyers doing up the new acquisition, current owners deciding to stay put and improve what they have, or soon to be sellers getting the place ready for cashing in on the buying frenzy"
A combination of all would be my answer, and yes, many might have been waiting due to personal circumstances for an early exit.
The fact is, those stock above do lead the market by 6 months, and this has proven to be true.
confidence is returning in my market, but from a dismal 2012 overall for many...off low bases.
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