Op-ed: The housing shortage will actually benefit homebuilder stocks. Here are some companies to watch

Ariel Skelley | Digitalvision | Getty ImagesThe double whammy of a declining stock market and rising interest rates has been pummeling homebuilder stocks this year, resulting in rock-bottom valuations.Those valuations make housing stocks look like the worst home in a bad neighborhood. But in reality, the industry is the cheapest house in an undervalued neighborhood.In…