Bearish on Building Products

Published on
August 15th, 2019
Duration
14 minutes

Bearish on Building Products

Trade Ideas ·
Featuring Bradley Safalow

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.

Comments

Transcript

  • ML
    Michael L.
    22 August 2019 @ 04:22
    we need more guys likes this on RV! this guy knows specific industries well and is clear about how specific companies fit into the industry. Not only that, this is proof that quality can be had in a 15 minute video. Head and shoulders above your typical "nice chart + some overly broad macro trend like aging demographics and go long" pitch.
  • HH
    HODL H.
    17 August 2019 @ 13:14
    Great video, thanks!