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Jim Cramer - Mad MoneyBuilders FirstSourceBLDRBUYJan 29, 2024

Shares have been climbing because it trades at a ridiculously low PE to Home Depot. Also, BLRD targets professional homebuilders, not amateur DIYers, and the pros are doing well for Home Depot.

Jim Cramer - Mad Money

Unknown

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$176.50

Stock price when the opinion was issued

$77.77

As of Jun 12, 2026. Market Open.

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DON'T BUY

Is a moonshot, risky. Is -24% this year. Prefers Home Depot. You have to be worried with anything connected to housing.

PARTIAL BUY

The largest supplier of building products for pro builders. They have distribution centres across the U.S. and they are consolidating in a fragmented industry. Is up 680% over 5 years, though -8% YTD. They just reported: matched revenues, but blew away EPS, but cut its full-year sales and adjusted EBITDA guidance, though announced a near-$1 billion share buyback.

DON'T BUY

Likes it, but recent comments by Lowes and Home Depot was not constructive. He fears another leg down for this segment.

BUY

The S&P's #4 stock of 2023, up nearly 160%. It flew under the radar in 2023, but he sees a lot of room for growth (more stores) in 2024. They supply homebuilders to build homes. Outperformed Home Depot and Lowes (those customers cut spending in 2023).

BUY ON WEAKNESS

It consolidates in a fragmented industry. Is up 1000% in the past 5 years. Was pressured by rising rates, but shares have rebounded since its last quarter. Rates have flatten and will decline while housing demand is huge.

BUY ON WEAKNESS

Up 99% in the past 6 months. It keeps going up and he can't get in. Are they the next Home Depot or Lowes?

COMMENT

Home builders lately have been hit by supply shortages. They merged with a company to become the leader in building materials. Has popped from $20 last summer to $52 now.

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