In the relatively short time it has been a publicly-traded company, Stock Building Supply (STCK)
has been a solid performer and a good way to play improving residential
housing construction. Up about 30% from early August, Stock has been
outperformed by Universal Forest Products (UFPI), which has climbed about 40%, but has outperformed Headwaters (HW) and Louisiana-Pacific (LPX)
by wide margins. With the company picking up more share of new projects
and looking to improve its mix toward higher-margin products, better
results and a higher stock price seem like reasonable assumptions today.
Continue here:
Time To Stock Up On Stock Building Supply
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