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

  • HH
    HODL H.
    17 August 2019 @ 13:14
    Great video, thanks!