Portfolio Update For May 19
Limited supply is pushing up prices for lumber, concrete and other building materials as housing prices are soaring. To the extent that supply catches up with demand, we see this as a net positive factor for our Reopening of America theme – especially for builders, utilities, energy and service providers. This includes several names we currently hold. For now, Dan gives guidance and updates on all the open positions in your portfolio, including moving one from a buy status to a hold.
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