他認為，目前沒必要決心去選擇其他大型建商如冠德（2520）、國建（2501）或興富發（2542），鄉林和櫻花建在盤面上已有精良體現。
他進一步說明，若投資人已持有，且沒有投信或外資延續出場買盤，有賺就能夠斟酌獲利告終，股價的上漲主要依托市場追逐的買氣。而在營建股的選擇上，呂漢威指出，首選有建案營收挹注或有資金回流的公司，鄉林和櫻花建今朝都是不錯的選擇，在當前銀行對土建融資趨於緊縮的情形下，「有錢對照主要」。資深證券剖析師呂漢威指出，鄉林近期處罰大陸資產、估計收受接管資金達45億元新台幣，櫻花建則沾恩於彰化與台中建案完銷、上半年營收達近70億元，顯示兩家公司皆具有穩健現金流與精良營運根蒂根基，仍有其根基面支持可買進。
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