Savvy Trades and Investments

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Probably right on HBP. That's what I thought at first too. And I'm sure it gave a small boost to Q2. But when you dig into the numbers, they're actually not that tied to lumber prices (or any other commodity). They are reliant on a strong housing sector. And will likely always trade at a low housing P/E. So I don't think it should trade at $20...but the $5's just seems way too cheap considering their eye-popping EPS.

Funny BXC is another one I follow. Sold off hard last month, down to the $30's. As this one IS heavily tied to lumber. Then in early August, BXC reported a monster quarter. Clearly not sustainable given the collapse in lumber prices. But the stock still jumped all the way over $60.