Stephen East jumps from runner-up, the position he has held since 2012, when he debuted on the All-America Research Team, all the way to first place in the Homebuilders & Building Products sector. The analyst, who works at ISI Group out of St. Louis, explains why builder sentiment is running high even as new-home sales are sluggish — and why he’s upbeat for the year ahead.See the full results of the 2014 All-America Research Team.