Jim Cramer - His - homebuilders, led by Pulte ( PHM _ ) , Lennar ( LEN _ ) and Toll Brothers ( TOL _ ) . We had the housing-related retailers -- Home Depot ( HD _ ) , Williams-Sonoma ( WSM _ ) , Pier 1 ( PIR _ ) and Lowe's ( LOW _ ) . We had the building-products companies -- Louisiana-Pacific ( LPX _ ) , Weyerhaeuser ( WY _ ) , Rayonier ( RYN _ ) , Plum Creek Timber ( PCL _ ) , USG ( USG _ ) and Owens Corning ( OC _ ) . We had the suppliers, like Whirlpool ( WHR _ ) , Newell Rubbermaid ( NWL _ ) , Masco ( MAS _ ) and Mohawk ( MHK _ ) . All of these will also be helped by the eventual rebuild that must happen in the aftermath of Hurricane Sandy -- which, while not as big as that following Katrina, will help spur the second quarter's gross domestic product growth.