Great Stocks

[gfp927z]

Derf, >> UFPI <<

I have a modest long term position in UFPI, and also in a few other homebuilding related stocks like BLDR and TREX. I see Berkshire got into NVR, LEN, and DHI, but they reportedly sold their DHI position entirely in the last quarter (link below).

Fwiw, I've become reluctant to get into Berkshire's smaller positions since some of those are from the news guys (Weschler, Combs), and there also seems to be considerable turnover in these smaller stocks, where Berkshire closes out their position. Berkshire has also sold some great long term stock like MMC that I decided to continue holding.

With the homebuilders, these have historically been on the cyclical side, but in recent years have been closer to buy / holds, though still have more volatility than I like to see. I figure I'll just use the ETFS (ITB, XHB) but haven't taken a position yet. I like BLDR and UFPI since they are more steady, and also bought some TREX a while ago as a turnaround, and it's coming back pretty nice.


https://www.morningstar.com/stocks/4-warren-buffett-stocks-buy-after-berkshire-hathaways-latest-13f-filing


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