Investors are gearing up for significant opportunities in the housing sector with expectations that the US Federal Reserve will announce its first rate cut in September. Jay McCanless, an analyst at Wedbush, advises increasing exposure to housing stocks as lower mortgage rates typically enhance home affordability and stimulate housing demand. Among the stocks, McCanless highlights are Builders FirstSource Inc (BLDR) and Cavco Industries Inc (CVCO), both of which are well-positioned to benefit from this anticipated shift in monetary policy. Why Builders FirstSource is a strong investmentBuilder…