Constructive Outlook

Published on
August 14th, 2019
Duration
16 minutes

Constructive Outlook

Trade Ideas ·
Featuring Jay Van Sciver

Published on: August 14th, 2019 • Duration: 16 minutes

Jay Van Sciver, sector head of industrials and materials at Hedgeye, discusses why building-product stocks like Mohawk Industries have been underperforming the stock market for the past year. He reviews why that underperformance could be nearing an end, outlines the evidence for an upcoming rebound in residential construction, and notes how traders can take advantage of that rebound, in this interview with Justine Underhill. Filmed on August 13, 2019.

Comments

Transcript

  • JL
    James L.
    17 August 2019 @ 15:06
    lol, dont tell the climate activists that theres been record rain
  • SB
    Sean B.
    15 August 2019 @ 08:57
    Hi, is anyone else unable to view this?
  • PW
    Phil W.
    14 August 2019 @ 23:43
    What a contrarian view! Not sure
  • MC
    Margarine C.
    14 August 2019 @ 15:53
    Great idea! But $90-80 looks like a much better entry w/ stop at $57.
    • CM
      C M.
      14 August 2019 @ 22:29
      Have Mohawk on my watch list but wouldn’t buy in today’s market. If we do go into a recession, housing still has a way to run on the downside.