Wednesday, January 9, 2013

Investopedia: Can RPM Play Catch Up On The Housing Trade?

2012 was a pretty good year for investors prescient (or aggressive) enough to get in early to housing-sensitive names such as Louisiana-Pacific (NYSE:LPX), Mohawk (NYSE:MHK) and Valspar (NYSE:VAL). While housing hasn't really recovered just yet, investors seem happy enough with signs of a real bottom and the improving sales at the home improvement warehouse chains. Curiously, however, despite a meaningful exposure to these markets RPM International (NYSE:RPM) hasn't shared in all of the enthusiasm. Now the question is whether it should, and whether that catch-up trade can fuel further gains in the shares.

Read the full article here at Investopedia:

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