Opinions
Matthew McCall
Ply Gem Holdings
PGEM-N
PAST TOP PICK
Jun 05, 2017
$16.750
Stock price when the opinion was issued
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TOP PICK
Basically manufactures and sells goods for home building, both commercial and residential. There are 2 segments. Siding and fencing for the outside, and windows and doors. Rather than picking a specific housing company, he would rather pick a secondary play that sells to both commercial and residential. Companies like Home Depot (HD-N) are selling a lot of their products.
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(Top Pick Jun 1/16, Up 11%) He sold 6 months ago. A play on housing. The housing sector will continue to grow. The millennials are starting to make money and family formation is picking up again. He likes DHI-N to play homebuilders right now. Or you could pick DOOR-N.