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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (75886)7/26/2024 1:34:56 PM
From: E_K_S  Read Replies (1) of 78750
 
Builders Firstsource (BLDR) is one I need to check for it's RONTA. This has been a huge winner in last 24 months. They build home trusses and need large "efficient" manufacturing faculties to build these to order.

Company has had a huge back log (over a year). Could they build these faster if they used robots? Not sure but as they acquire/build new manufacturing facilities, they are able to increase their production.

Builders FirstSource is the largest U.S supplier of building products, prefabricated components, and value-added services to the professional market segment for new residential construction and repair and remodeling. The company provides customers with an integrated home-building solution, offering manufacturing, supply, delivery and installation of a full range of structural and related building products. The company's nationwide team is equipped with the talent, local knowledge and industry expertise required to solve home-building challenges and streamline customers' business. The company is also investing in tomorrow - continuously improving the business, strengthening the team and creating the next generation of breakthrough innovations that are transforming the home-building industry. Builders FirstSource has a nationwide network of distribution and manufacturing facilities that combine local expertise with national scale to consistently deliver what and when the customers need.


Sectors: SIC-5211 Retail-Lumber & Other Building Materials Dea
Building Prds Retail - Wsale
Indices S&P 500
Indices S&P 500 Industrials
Indices Russell 1000
Indices Russell 3000
Indices S&P 500 Growth
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