Builders FirstSource: Cheaper Valuation But Difficult Fundamentals Create A Challenging Stock

Shares of Builders FirstSource (NYSE: BLDR ) have been a poor performer over the past year, losing about 40% of their value. Ongoing weakness in the residential construction market has weighed on results, and increased macro uncertainty only compounds this challenge, as evidenced byOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or hav ...