Does MM like building industry & stocks into current sell-off?
ASK: JAMES With the struggles for the building industry now obvious i.e. cost increases, supply issues, falling new build applications, etc, do you see benefit in considering CSR, BKW, JHX, etc after their recent selloff, or is it best to put them in the "too hard" basket for now? If they offer value do you have a preferred stock in the sector?