Hey, started looking into UFPI. Their growth and balance sheet look really promising.
With rates going up, it’s going to impact the housing market, but builders will need to continue to build since inventory levels are low.
They seem to be acquiring a lot of smaller companies and are now starting to diversify more.
This isn’t an industry I follow to closely, wondering if anyone might have some insights or opinions on the company.
Looking to enter into a long term position.
Thanks.
Leave a Reply