SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Perspective who wrote (63286)6/10/2006 2:24:19 PM
From: zebra4o1  Read Replies (1) of 110194
 
I've been looking more at the retail/consumer side of a housing bust: companies like Home Depot, Lowes and Bed Bath and Beyond (for the feminine side of the bust). It's easier to connect the dots on the retail side. Seems like a lot more homework is required on the supplier side - the side that you are focusing on. You have to track things back up the supply chain.

Building Materials Holding (BMHC), which supplies the home builders, is really getting whacked. Maybe one has to see who they buy materials from. Is lumber already taking a hit?

The real trick is finding the highest risk to reward. Maybe index puts are the cheapest way to go.

Hope you had some kind of position on Manitowoc.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News