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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (61853)	6/19/2025 5:51:49 PM
From: Paul Senior	1 Recommendation Read Replies (1) of 78467

GMS. Sold a small portion of my position yesterday of this building supplier/distributor held since 2019 on sudden jump in price yesterday, with no accompanying news. Today the news has forthcome: "Home Depot Bid Kicks Off a Battle for $5 Billion Building-Products Company" finance.yahoo.com I have other shares in this subsector: BLD,BLDR, BXC Perhaps not a good time to be here, if the following are true: In many/most parts of the country, it's now cheaper to rent than to buy homes. The supposed shortage in new homes doesn't seem to exist now: Used homes for sales are taking much longer to sell Shares of homebuilder stocks are down.

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