Materials and Construction

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I mentioned this industry the other day, focusing on home builders, $LPX and $SHW.  Since then their performance looks something like this:

 

Symbol Perf(%)
DHI 3.8
LEN 2.92
LPX 4.8
PHM -0.8
RYL 3.33
SHW 2.39
TOL 4.9

Compared to the steaming pile of shit the market has produced this week, I’d say that’s pretty good relative strength.

Any thoughts as to why these stocks are outperforming to such a great extent?

Will they continue to outperform should a rally take hold?

One Response to “Materials and Construction”

  1. lpx,one of my all time favs.along with pcl,usg.

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