David Guarino

Bullish On Single Family Housing Starts? Builders FirstSource Stands To Benefit

There is a high likelihood that the majority of people reading this article have noticed a healthy degree of new home construction in their community. It is a great sign to see increased building activity, as this clearly illustrates a growing economy. I assume that most individuals who view a construction site see chaos for a few months that eventually becomes a new home. However for the analytical minded individuals (like myself), one cannot help but notice the amount of materials which go into building a new home. The mind starts racing with thoughts of how many companies are profiting from the housing recovery we are currently experiencing.

This led me to evaluate the highly fragmented and mostly privately held...

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