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researcher59

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Re: cliffvb post# 70705

Monday, 04/06/2020 3:31:40 PM

Monday, April 06, 2020 3:31:40 PM

Post# of 116709
Cliff - homebuilders red hot today. Most of the group up around 20%. CCS and TPH up 25% ..... incredible rally.

Are you still fully invested in the sector or did you lighten up on recession concerns ?

I recently added and have 8% exposure overall with CCS and TMHC my largest positions, fwiw.
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