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Posted on 8/29/17 at 5:43 pm to RatLTrap
Why not just go sell water at 5 dollars. Bottle
Posted on 8/29/17 at 7:37 pm to DeafVallyBatnR
cause I'm not a piece of shite?
Posted on 8/29/17 at 7:44 pm to seawolf06
quote:
Most expectations have already been priced into the market. You have to get in when the first projections for landfall are made to get any decent returns.
I don't doubt that some expectations have already been priced in, but the full magnitude of damage hasn't been established yet. Theres still houses flooding tonight that weren't flooded yesterday. I know from experience with the Denham/BR flood of last year that masonite and jeld-wen interior doors were in very short supply. orders would take over a month to come in. this flood could end up being 3x the number of flooded homes compared to the great LP flood. DOOR is up 5% since Friday, up to 63.45 with a 52 week high of 85.30
Posted on 8/30/17 at 2:41 pm to RatLTrap
Bought some HD, VLO and DOOR today. I think it will be a massive and long recovery and this is money in my IRA. Some companies will do very well and I think these are positioned well in their industries.
Posted on 8/30/17 at 3:12 pm to jerryc436
Sheetrock and flooring will be in short supply for a few months.
Posted on 8/30/17 at 4:34 pm to jerryc436
USG is up 13% since my first post. They announced earnings today so it doesn't completely support my thesis
DOOR is up 6%
DOOR is up 6%
Posted on 9/8/17 at 12:45 pm to RatLTrap
This thread might need a revival. Things are going to get interesting in Florida, unfortunately.
Posted on 9/8/17 at 4:59 pm to 19thHole
I may be late to the game, but I loaded up on USG and HD today. With two significant storms out there, I think both will continue to go up on speculation alone. Even after Irma hits, speculation on Jose should continue to drive price up. Time will tell
Posted on 9/8/17 at 10:33 pm to RatLTrap
The next question is which of these stocks that have seen massive runs are worth shorting now?
Posted on 9/9/17 at 12:27 pm to RedStickBR
LL
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