Sulja Bros. Building Supplies, Ltd (SLJB)

[YankeeAce]

Did we stall today on account of the poor housing start data? If that is the case then this is an excellent buying opportunity. People do not understand that that is new house construction which includes mostly suburbia, which IMO has grown too much too fast. But LFWK is a niche of sorts in that it focuses in the downtown loft market which has very limited supply growth versus suburbia. People are willing to pay a price premium to live downtown closer to work because of the prestige as well as gas savings. Great pre merger buying op here.