Published on: August 15th, 2019 • Duration: 14 minutes
Bradley Safalow, founder of PAA Research, examines a highly regarded building-product stock, Trex. In this interview with Justine Underhill, Safalow cites increased competition and decreased market share as reasons for concern, and notes why strong growth for the overall industry is a risk to his thesis. He also reviews how traders can play the setup, and discusses just how low he sees share prices falling. Filmed on August 13, 2019.