A huge jump in new home sales was some really positive data today. New home sales came in way above expectations reversing several months of flat and weaker-than-expected reports. The number of new homes sold in April jumped to 619,000, easily eclipsing the previous post-recession high of 549,000 from February 2015. This report helped the market sentiment overall today and particularly helped the home builder stocks. I still like my two favorite housing-related picks, Apogee (APOG) and Acuity (AYI). Apogee makes sky scrapper windows and Acuity makes lighting sold at Home Depot (HD).