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bbotcs

06/10/21 11:03 AM

#87942 RE: researcher59 #87938

r59: LEN keeps dropping, too. My June 18 $87.50 put doesn't seem to clever.
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cliffvb

06/10/21 11:59 AM

#87947 RE: researcher59 #87938

CCS has been hit harder than the others the last two days but I don't see any news to account for that.

Lumber prices have dropped back a bit as mills finally increase production, interest rates remain very low, and several builders have switched to a sealed bidding process for home buyers as demand outstrips what they can even keep up with.

LEN, the biggest in the industry, comes out with earnings on Monday. I am looking for a strong beat which should get the group moving in the right direction again.
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blindman28

06/10/21 1:45 PM

#87965 RE: researcher59 #87938

Thanks R59 CMRE looks really interesting at first look. Will research more