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Mike Dahl is an analyst at RBC Capital. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 04/06/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 04/02/2025 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | 1.54% | Mike Dahl74% | $124 → $124.35 | Downgrade | Outperform → Sector Perform | Get Alert |
| 03/26/2025 | CNM | Buy Now | Core & Main | $46.14 | 30.04% | Mike Dahl74% | $62 → $60 | Maintains | Outperform | Get Alert |
| 03/25/2025 | KBH | Buy Now | KB Home | $56.43 | 11.64% | Mike Dahl74% | $67 → $63 | Maintains | Sector Perform | Get Alert |
| 03/24/2025 | LEN | Buy Now | Lennar | $111.50 | 9.42% | Mike Dahl74% | $125 → $122 | Maintains | Sector Perform | Get Alert |
| 03/18/2025 | FERG | Buy Now | Ferguson Enterprises | $155.56 | 21.5% | Mike Dahl74% | $189 → $189 | Reiterates | Outperform → Outperform | Get Alert |
| 03/17/2025 | OC | Buy Now | Owens-Corning | $134.14 | 58.04% | Mike Dahl74% | $212 → $212 | Reiterates | Outperform → Outperform | Get Alert |
| 03/12/2025 | FERG | Buy Now | Ferguson Enterprises | $155.56 | 21.5% | Mike Dahl74% | $211 → $189 | Maintains | Outperform | Get Alert |
| 03/07/2025 | GMS | Buy Now | GMS | $72.17 | -9.93% | Mike Dahl74% | $82 → $65 | Maintains | Sector Perform | Get Alert |
| 02/25/2025 | OC | Buy Now | Owens-Corning | $134.14 | 58.04% | Mike Dahl74% | $224 → $212 | Maintains | Outperform | Get Alert |
| 02/21/2025 | BLDR | Buy Now | Builders FirstSource | $123.50 | 31.17% | Mike Dahl74% | $167 → $162 | Maintains | Outperform | Get Alert |
| 02/20/2025 | TOL | Buy Now | Toll Brothers | $101.00 | 37.62% | Mike Dahl74% | $142 → $139 | Maintains | Outperform | Get Alert |
| 02/19/2025 | VMC | Buy Now | Vulcan Materials | $230.74 | 23.95% | Mike Dahl74% | $269 → $286 | Maintains | Sector Perform | Get Alert |
| 02/19/2025 | JELD | Buy Now | JELD-WEN Holding | $5.77 | -13.34% | Mike Dahl74% | $7 → $5 | Maintains | Underperform | Get Alert |
| 02/13/2025 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | 24.54% | Mike Dahl74% | $72 → $74 | Maintains | Outperform | Get Alert |
| 02/13/2025 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | 22.08% | Mike Dahl74% | $129 → $136 | Maintains | Sector Perform | Get Alert |
| 02/12/2025 | MAS | Buy Now | Masco | $62.92 | 17.61% | Mike Dahl74% | $74 → $74 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/07/2025 | FBIN | Buy Now | Fortune Brands | $53.03 | 32% | Mike Dahl74% | $75 → $70 | Maintains | Sector Perform | Get Alert |
| 02/06/2025 | LEN | Buy Now | Lennar | $111.50 | 12.11% | Mike Dahl74% | $130 → $125 | Maintains | Sector Perform | Get Alert |
| 02/06/2025 | SKY | Buy Now | Champion Homes | $87.17 | 10.13% | Mike Dahl74% | $88 → $96 | Maintains | Sector Perform | Get Alert |
| 01/22/2025 | DHI | Buy Now | D.R. Horton | $127.99 | -2.34% | Mike Dahl74% | $125 → $125 | Reiterates | Underperform → Underperform | Get Alert |
| 01/14/2025 | KBH | Buy Now | KB Home | $56.43 | 18.73% | Mike Dahl74% | $67 → $67 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 01/10/2025 | LEN | Buy Now | Lennar | $111.50 | 16.59% | Mike Dahl74% | $130 → $130 | Upgrade | Underperform → Sector Perform | Get Alert |
| 01/10/2025 | KBH | Buy Now | KB Home | $56.43 | 18.73% | Mike Dahl74% | $70 → $67 | Upgrade | Underperform → Sector Perform | Get Alert |
| 12/20/2024 | LEN | Buy Now | Lennar | $111.50 | 16.59% | Mike Dahl74% | $160 → $130 | Maintains | Underperform | Get Alert |
| 12/18/2024 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 38.65% | Mike Dahl74% | $9 → $8 | Maintains | Underperform | Get Alert |
| 12/13/2024 | AZEK | Buy Now | AZEK Co | $46.24 | 25.43% | Mike Dahl74% | $50 → $58 | Maintains | Outperform | Get Alert |
| 12/11/2024 | TOL | Buy Now | Toll Brothers | $101.00 | 48.51% | Mike Dahl74% | $143 → $150 | Maintains | Outperform | Get Alert |
| 12/11/2024 | FERG | Buy Now | Ferguson Enterprises | $155.56 | 40.78% | Mike Dahl74% | $219 → $219 | Reiterates | Outperform → Outperform | Get Alert |
| 12/06/2024 | GMS | Buy Now | GMS | $72.17 | 19.16% | Mike Dahl74% | $78 → $86 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 12/04/2024 | CNM | Buy Now | Core & Main | $46.14 | 34.37% | Mike Dahl74% | $53 → $62 | Reiterates | Outperform → Outperform | Get Alert |
| 11/25/2024 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $54 → $52.5 | Downgrade | Outperform → Sector Perform | Get Alert |
| 11/20/2024 | AZEK | Buy Now | AZEK Co | $46.24 | 8.13% | Mike Dahl74% | $46 → $50 | Maintains | Outperform | Get Alert |
| 11/08/2024 | IBP | Buy Now | Installed Building Prods | $176.21 | 11.8% | Mike Dahl74% | $203 → $197 | Downgrade | Sector Perform → Underperform | Get Alert |
| 11/07/2024 | OC | Buy Now | Owens-Corning | $134.14 | 61.77% | Mike Dahl74% | $213 → $217 | Maintains | Outperform | Get Alert |
| 11/06/2024 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 55.98% | Mike Dahl74% | $13 → $9 | Maintains | Underperform | Get Alert |
| 11/06/2024 | BLDR | Buy Now | Builders FirstSource | $123.50 | 51.42% | Mike Dahl74% | $178 → $187 | Maintains | Outperform | Get Alert |
| 11/01/2024 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $53 → $54 | Maintains | Outperform | Get Alert |
| 11/01/2024 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | -6.91% | Mike Dahl74% | $113 → $114 | Maintains | Outperform | Get Alert |
| 10/30/2024 | SKY | Buy Now | Champion Homes | $87.17 | 0.95% | Mike Dahl74% | $82 → $88 | Maintains | Sector Perform | Get Alert |
| 10/30/2024 | DHI | Buy Now | D.R. Horton | $127.99 | 13.29% | Mike Dahl74% | $154 → $145 | Maintains | Underperform | Get Alert |
| 10/30/2024 | MAS | Buy Now | Masco | $62.92 | 27.15% | Mike Dahl74% | $79 → $80 | Downgrade | Outperform → Sector Perform | Get Alert |
| 10/25/2024 | WHR | Buy Now | Whirlpool | $85.30 | -13.25% | Mike Dahl74% | $76 → $74 | Maintains | Underperform | Get Alert |
| 10/25/2024 | TPH | Buy Now | Tri Pointe Homes | $31.82 | 41.42% | Mike Dahl74% | $48 → $45 | Maintains | Outperform | Get Alert |
| 10/24/2024 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | 29.59% | Mike Dahl74% | $74 → $77 | Maintains | Outperform | Get Alert |
| 09/23/2024 | LEN | Buy Now | Lennar | $111.50 | 43.5% | Mike Dahl74% | $145 → $160 | Maintains | Underperform | Get Alert |
| 09/18/2024 | FERG | Buy Now | Ferguson Enterprises | $155.56 | 40.78% | Mike Dahl74% | $211 → $219 | Maintains | Outperform | Get Alert |
| 09/05/2024 | CNM | Buy Now | Core & Main | $46.14 | 14.87% | Mike Dahl74% | $60 → $53 | Maintains | Outperform | Get Alert |
| 09/05/2024 | KBH | Buy Now | KB Home | $56.43 | 24.05% | Mike Dahl74% | → $70 | Downgrade | Sector Perform → Underperform | Get Alert |
| 08/22/2024 | TOL | Buy Now | Toll Brothers | $101.00 | 41.58% | Mike Dahl74% | $130 → $143 | Maintains | Outperform | Get Alert |
| 08/15/2024 | SDHC | Buy Now | Smith Douglas Homes | $19.54 | 33.06% | Mike Dahl74% | $26 → $26 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 08/08/2024 | AZEK | Buy Now | AZEK Co | $46.24 | -0.52% | Mike Dahl74% | $49 → $46 | Maintains | Outperform | Get Alert |
| 08/08/2024 | SKY | Buy Now | Skyline Champion | $87.17 | -5.93% | Mike Dahl74% | $68 → $82 | Maintains | Sector Perform | Get Alert |
| 08/07/2024 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $45 → $45 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 08/07/2024 | OC | Buy Now | Owens-Corning | $134.14 | 58.79% | Mike Dahl74% | $211 → $213 | Maintains | Outperform | Get Alert |
| 08/07/2024 | VMC | Buy Now | Vulcan Materials | $230.74 | 11.38% | Mike Dahl74% | $267 → $257 | Maintains | Sector Perform | Get Alert |
| 08/07/2024 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 125.3% | Mike Dahl74% | $13 → $13 | Reiterates | Underperform → Underperform | Get Alert |
| 08/07/2024 | BLDR | Buy Now | Builders FirstSource | $123.50 | 44.13% | Mike Dahl74% | $193 → $178 | Maintains | Outperform | Get Alert |
| 08/02/2024 | IBP | Buy Now | Installed Building Prods | $176.21 | 15.2% | Mike Dahl74% | $201 → $203 | Maintains | Sector Perform | Get Alert |
| 08/02/2024 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | -7.72% | Mike Dahl74% | $119 → $113 | Maintains | Outperform | Get Alert |
| 08/01/2024 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | 18.49% | Mike Dahl74% | $133 → $132 | Maintains | Sector Perform | Get Alert |
| 07/26/2024 | WHR | Buy Now | Whirlpool | $85.30 | -10.9% | Mike Dahl74% | $79 → $76 | Maintains | Underperform | Get Alert |
| 07/26/2024 | TPH | Buy Now | Tri Pointe Homes | $31.82 | 50.85% | Mike Dahl74% | $42 → $48 | Maintains | Outperform | Get Alert |
| 07/26/2024 | FBIN | Buy Now | Fortune Brands | $53.03 | 52.74% | Mike Dahl74% | $79 → $81 | Maintains | Sector Perform | Get Alert |
| 07/26/2024 | MAS | Buy Now | Masco | $62.92 | 25.56% | Mike Dahl74% | $78 → $79 | Maintains | Outperform | Get Alert |
| 07/25/2024 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | 24.54% | Mike Dahl74% | $63 → $74 | Maintains | Outperform | Get Alert |
| 07/24/2024 | PHM | Buy Now | PulteGroup | $101.00 | 18.81% | Mike Dahl74% | $113 → $120 | Maintains | Sector Perform | Get Alert |
| 07/19/2024 | DHI | Buy Now | D.R. Horton | $127.99 | 20.32% | Mike Dahl74% | $141 → $154 | Maintains | Underperform | Get Alert |
| 06/21/2024 | GMS | Buy Now | GMS | $72.17 | 17.78% | Mike Dahl74% | $92 → $85 | Maintains | Sector Perform | Get Alert |
| 06/20/2024 | KBH | Buy Now | KB Home | $56.43 | 24.05% | Mike Dahl74% | $69 → $70 | Maintains | Sector Perform | Get Alert |
| 06/20/2024 | LEN | Buy Now | Lennar | $111.50 | 30.04% | Mike Dahl74% | $145 → $145 | Reiterates | Underperform → Underperform | Get Alert |
| 06/05/2024 | FERG | Buy Now | Ferguson | $155.56 | 35.64% | Mike Dahl74% | $217 → $211 | Maintains | Outperform | Get Alert |
| 06/05/2024 | CNM | Buy Now | Core & Main | $46.14 | 30.04% | Mike Dahl74% | $60 → $60 | Reiterates | Outperform → Outperform | Get Alert |
| 05/24/2024 | OC | Buy Now | Owens-Corning | $134.14 | 49.84% | Mike Dahl74% | $201 → $201 | Reiterates | Outperform → Outperform | Get Alert |
| 05/23/2024 | SKY | Buy Now | Skyline Champion | $87.17 | -21.99% | Mike Dahl74% | $73 → $68 | Maintains | Sector Perform | Get Alert |
| 05/23/2024 | TOL | Buy Now | Toll Brothers | $101.00 | 28.71% | Mike Dahl74% | $122 → $130 | Maintains | Outperform | Get Alert |
| 05/21/2024 | OC | Buy Now | Owens-Corning | $134.14 | 49.84% | Mike Dahl74% | $192 → $201 | Maintains | Outperform | Get Alert |
| 05/10/2024 | IBP | Buy Now | Installed Building Prods | $176.21 | 24.85% | Mike Dahl74% | $216 → $220 | Maintains | Sector Perform | Get Alert |
| 05/08/2024 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 125.3% | Mike Dahl74% | $16 → $13 | Maintains | Underperform | Get Alert |
| 05/03/2024 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $44 → $46 | Maintains | Sector Perform | Get Alert |
| 05/03/2024 | VMC | Buy Now | Vulcan Materials | $230.74 | 17.88% | Mike Dahl74% | $269 → $272 | Maintains | Sector Perform | Get Alert |
| 05/01/2024 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | 6.02% | Mike Dahl74% | $61 → $63 | Maintains | Outperform | Get Alert |
| 04/26/2024 | TPH | Buy Now | Tri Pointe Homes | $31.82 | 31.99% | Mike Dahl74% | $38 → $42 | Maintains | Outperform | Get Alert |
| 04/26/2024 | WHR | Buy Now | Whirlpool | $85.30 | -7.39% | Mike Dahl74% | $85 → $79 | Maintains | Underperform | Get Alert |
| 04/25/2024 | OC | Buy Now | Owens-Corning | $134.14 | 43.13% | Mike Dahl74% | $175 → $192 | Maintains | Outperform | Get Alert |
| 04/25/2024 | MAS | Buy Now | Masco | $62.92 | 27.15% | Mike Dahl74% | $79 → $80 | Maintains | Outperform | Get Alert |
| 04/24/2024 | PHM | Buy Now | PulteGroup | $101.00 | 11.88% | Mike Dahl74% | $106 → $113 | Maintains | Sector Perform | Get Alert |
| 04/19/2024 | DHI | Buy Now | D.R. Horton | $127.99 | 10.16% | Mike Dahl74% | $142 → $141 | Maintains | Underperform | Get Alert |
| 03/21/2024 | SDHC | Buy Now | Smith Douglas Homes | $19.54 | 33.06% | Mike Dahl74% | $26 → $26 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 03/21/2024 | KBH | Buy Now | KB Home | $56.43 | 22.28% | Mike Dahl74% | $63 → $69 | Maintains | Sector Perform | Get Alert |
| 03/20/2024 | CNM | Buy Now | Core & Main | $46.14 | 30.04% | Mike Dahl74% | $59 → $60 | Maintains | Outperform | Get Alert |
| 03/14/2024 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $39 → $44 | Maintains | Sector Perform | Get Alert |
| 03/13/2024 | TPH | Buy Now | Tri Pointe Homes | $31.82 | 19.42% | Mike Dahl74% | → $38 | Upgrade | Sector Perform → Outperform | Get Alert |
| 03/06/2024 | FERG | Buy Now | Ferguson | $155.56 | 39.5% | Mike Dahl74% | $202 → $217 | Maintains | Outperform | Get Alert |
| 03/01/2024 | GMS | Buy Now | GMS | $72.17 | 27.48% | Mike Dahl74% | $84 → $92 | Maintains | Sector Perform | Get Alert |
| 02/23/2024 | IBP | Buy Now | Installed Building Prods | $176.21 | 22.58% | Mike Dahl74% | $188 → $216 | Maintains | Sector Perform | Get Alert |
| 02/23/2024 | BLDR | Buy Now | Builders FirstSource | $123.50 | 70.85% | Mike Dahl74% | $186 → $211 | Maintains | Outperform | Get Alert |
| 02/21/2024 | TPH | Buy Now | Tri Pointe Homes | $31.82 | 19.42% | Mike Dahl74% | $35 → $38 | Maintains | Sector Perform | Get Alert |
| 02/21/2024 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 177.3% | Mike Dahl74% | $15 → $16 | Maintains | Underperform | Get Alert |
| 02/20/2024 | VMC | Buy Now | Vulcan Materials | $230.74 | 16.58% | Mike Dahl74% | $236 → $269 | Maintains | Sector Perform | Get Alert |
| 02/16/2024 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $38 → $39 | Maintains | Sector Perform | Get Alert |
| 02/15/2024 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | 2.66% | Mike Dahl74% | $57 → $61 | Maintains | Outperform | Get Alert |
| 02/15/2024 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | 40.93% | Mike Dahl74% | $150 → $157 | Maintains | Sector Perform | Get Alert |
| 02/15/2024 | OC | Buy Now | Owens-Corning | $134.14 | 30.46% | Mike Dahl74% | $183 → $175 | Maintains | Outperform | Get Alert |
| 02/13/2024 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $38 → $38 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 02/09/2024 | MAS | Buy Now | Masco | $62.92 | 25.56% | Mike Dahl74% | $73 → $79 | Maintains | Outperform | Get Alert |
| 02/07/2024 | AZEK | Buy Now | AZEK Co | $46.24 | 5.97% | Mike Dahl74% | $43 → $49 | Maintains | Outperform | Get Alert |
| 02/07/2024 | SKY | Buy Now | Skyline Champion | $87.17 | -16.26% | Mike Dahl74% | $69 → $73 | Maintains | Sector Perform | Get Alert |
| 02/05/2024 | SDHC | Buy Now | Smith Douglas Homes | $19.54 | 33.06% | Mike Dahl74% | → $26 | Initiates | → Sector Perform | Get Alert |
| 01/31/2024 | PHM | Buy Now | PulteGroup | $101.00 | 4.95% | Mike Dahl74% | $103 → $106 | Maintains | Sector Perform | Get Alert |
| 01/31/2024 | WHR | Buy Now | Whirlpool | $85.30 | -0.35% | Mike Dahl74% | $92 → $85 | Maintains | Underperform | Get Alert |
| 01/24/2024 | DHI | Buy Now | D.R. Horton | $127.99 | 10.95% | Mike Dahl74% | $142 → $142 | Reiterates | Underperform → Underperform | Get Alert |
| 01/12/2024 | VMC | Buy Now | Vulcan Materials | $230.74 | 2.28% | Mike Dahl74% | $235 → $236 | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/12/2024 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $43 → $38 | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/12/2024 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | -4.07% | Mike Dahl74% | $43 → $57 | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/11/2024 | KBH | Buy Now | KB Home | $56.43 | 11.64% | Mike Dahl74% | $52 → $63 | Maintains | Sector Perform | Get Alert |
| 12/18/2023 | LEN | Buy Now | Lennar | $111.50 | 22.87% | Mike Dahl74% | $114 → $137 | Maintains | Underperform | Get Alert |
| 12/08/2023 | GMS | Buy Now | GMS | $72.17 | -3.01% | Mike Dahl74% | $68 → $70 | Maintains | Sector Perform | Get Alert |
| 12/07/2023 | TOL | Buy Now | Toll Brothers | $101.00 | -3.96% | Mike Dahl74% | $90 → $97 | Maintains | Outperform | Get Alert |
| 11/28/2023 | CNM | Buy Now | Core & Main | $46.14 | -17.64% | Mike Dahl74% | $34 → $38 | Maintains | Outperform | Get Alert |
| 11/08/2023 | DHI | Buy Now | D.R. Horton | $127.99 | -9.37% | Mike Dahl74% | $121 → $116 | Maintains | Underperform | Get Alert |
| 11/02/2023 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | 17.59% | Mike Dahl74% | $141 → $131 | Maintains | Sector Perform | Get Alert |
| 11/02/2023 | SKY | Buy Now | Skyline Champion | $87.17 | -36.9% | Mike Dahl74% | $68 → $55 | Maintains | Sector Perform | Get Alert |
| 11/02/2023 | BLDR | Buy Now | Builders FirstSource | $123.50 | 23.08% | Mike Dahl74% | $188 → $152 | Maintains | Outperform | Get Alert |
| 10/27/2023 | WHR | Buy Now | Whirlpool | $85.30 | 7.85% | Mike Dahl74% | $121 → $92 | Maintains | Underperform | Get Alert |
| 10/26/2023 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | -27.63% | Mike Dahl74% | $49 → $43 | Maintains | Sector Perform | Get Alert |
| 10/26/2023 | OC | Buy Now | Owens-Corning | $134.14 | 15.55% | Mike Dahl74% | $168 → $155 | Maintains | Outperform | Get Alert |
| 10/26/2023 | FBIN | Buy Now | Fortune Brands | $53.03 | 18.8% | Mike Dahl74% | $74 → $63 | Maintains | Sector Perform | Get Alert |
| 10/25/2023 | PHM | Buy Now | PulteGroup | $101.00 | -19.8% | Mike Dahl74% | $90 → $81 | Maintains | Sector Perform | Get Alert |
| 10/05/2023 | CNM | Buy Now | Core & Main | $46.14 | -26.31% | Mike Dahl74% | → $34 | Reiterates | Outperform → Outperform | Get Alert |
| 10/05/2023 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | -23.24% | Mike Dahl74% | $91 → $94 | Upgrade | Sector Perform → Outperform | Get Alert |
| 10/04/2023 | FERG | Buy Now | Ferguson | $155.56 | 13.78% | Mike Dahl74% | → $177 | Reiterates | Outperform → Outperform | Get Alert |
| 09/27/2023 | FERG | Buy Now | Ferguson | $155.56 | 13.78% | Mike Dahl74% | $159 → $177 | Maintains | Outperform | Get Alert |
| 09/21/2023 | KBH | Buy Now | KB Home | $56.43 | -7.85% | Mike Dahl74% | → $52 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 09/18/2023 | LEN | Buy Now | Lennar | $111.50 | 2.24% | Mike Dahl74% | $113 → $114 | Maintains | Underperform | Get Alert |
| 09/07/2023 | CNM | Buy Now | Core & Main | $46.14 | -26.31% | Mike Dahl74% | $33 → $34 | Maintains | Outperform | Get Alert |
| 09/06/2023 | SKY | Buy Now | Skyline Champion | $87.17 | -21.99% | Mike Dahl74% | $62 → $68 | Maintains | Sector Perform | Get Alert |
| 09/06/2023 | GMS | Buy Now | GMS | $72.17 | -5.78% | Mike Dahl74% | → $68 | Reiterates | Sector Perform → Sector Perform | Get Alert |
| 08/24/2023 | TOL | Buy Now | Toll Brothers | $101.00 | -10.89% | Mike Dahl74% | $77 → $90 | Maintains | Outperform | Get Alert |
| 08/17/2023 | AZEK | Buy Now | AZEK Co | $46.24 | -24.31% | Mike Dahl74% | → $35 | Reiterates | Outperform → Outperform | Get Alert |
| 08/09/2023 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 125.3% | Mike Dahl74% | $12 → $13 | Maintains | Underperform | Get Alert |
| 08/04/2023 | VMC | Buy Now | Vulcan Materials | $230.74 | 2.28% | Mike Dahl74% | $212 → $236 | Maintains | Outperform | Get Alert |
| 08/04/2023 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $36 → $43 | Maintains | Outperform | Get Alert |
| 08/03/2023 | SKY | Buy Now | Skyline Champion | $87.17 | -28.87% | Mike Dahl74% | $63 → $62 | Maintains | Sector Perform | Get Alert |
| 08/03/2023 | IBP | Buy Now | Installed Building Prods | $176.21 | -13.74% | Mike Dahl74% | $111 → $152 | Maintains | Sector Perform | Get Alert |
| 08/03/2023 | BLDR | Buy Now | Builders FirstSource | $123.50 | 52.23% | Mike Dahl74% | $162 → $188 | Maintains | Outperform | Get Alert |
| 07/28/2023 | MAS | Buy Now | Masco | $62.92 | 8.07% | Mike Dahl74% | $59 → $68 | Maintains | Outperform | Get Alert |
| 07/28/2023 | TPH | Buy Now | Tri Pointe Homes | $31.82 | 0.57% | Mike Dahl74% | $25 → $32 | Maintains | Sector Perform | Get Alert |
| 07/27/2023 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | -17.54% | Mike Dahl74% | $42 → $49 | Maintains | Sector Perform | Get Alert |
| 07/27/2023 | OC | Buy Now | Owens-Corning | $134.14 | 25.24% | Mike Dahl74% | $135 → $168 | Upgrade | Sector Perform → Outperform | Get Alert |
| 07/26/2023 | WHR | Buy Now | Whirlpool | $85.30 | 41.85% | Mike Dahl74% | $118 → $121 | Maintains | Underperform | Get Alert |
| 07/26/2023 | PHM | Buy Now | PulteGroup | $101.00 | -10.89% | Mike Dahl74% | $68 → $90 | Maintains | Sector Perform | Get Alert |
| 07/20/2023 | FBIN | Buy Now | Fortune Brands | $53.03 | 35.77% | Mike Dahl74% | $64 → $72 | Maintains | Sector Perform | Get Alert |
| 07/19/2023 | BLDR | Buy Now | Builders FirstSource | $123.50 | 31.17% | Mike Dahl74% | $135 → $162 | Maintains | Outperform | Get Alert |
| 07/11/2023 | OC | Buy Now | Owens-Corning | $134.14 | 0.64% | Mike Dahl74% | $111 → $135 | Maintains | Sector Perform | Get Alert |
| 06/23/2023 | GMS | Buy Now | GMS | $72.17 | -5.78% | Mike Dahl74% | $55 → $68 | Maintains | Sector Perform | Get Alert |
| 06/23/2023 | CNM | Buy Now | Core & Main | $46.14 | -28.48% | Mike Dahl74% | $33 → $33 | Reiterates | Outperform → Outperform | Get Alert |
| 06/22/2023 | KBH | Buy Now | KB Home | $56.43 | -7.85% | Mike Dahl74% | $37 → $52 | Maintains | Sector Perform | Get Alert |
| 06/07/2023 | FERG | Buy Now | Ferguson | $155.56 | 2.21% | Mike Dahl74% | $150 → $159 | Maintains | Outperform | Get Alert |
| 06/07/2023 | CNM | Buy Now | Core & Main | $46.14 | -28.48% | Mike Dahl74% | $26 → $33 | Maintains | Outperform | Get Alert |
| 05/25/2023 | TOL | Buy Now | Toll Brothers | $101.00 | -23.76% | Mike Dahl74% | $55 → $77 | Upgrade | Sector Perform → Outperform | Get Alert |
| 05/10/2023 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 107.97% | Mike Dahl74% | $8 → $12 | Maintains | Underperform | Get Alert |
| 05/05/2023 | VMC | Buy Now | Vulcan Materials | $230.74 | -8.12% | Mike Dahl74% | $193 → $212 | Maintains | Outperform | Get Alert |
| 05/05/2023 | AZEK | Buy Now | AZEK Co | $46.24 | -37.28% | Mike Dahl74% | $28 → $29 | Maintains | Outperform | Get Alert |
| 05/05/2023 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $35 → $36 | Maintains | Outperform | Get Alert |
| 05/05/2023 | IBP | Buy Now | Installed Building Prods | $176.21 | -37.01% | Mike Dahl74% | $85 → $111 | Upgrade | Underperform → Sector Perform | Get Alert |
| 05/04/2023 | BLDR | Buy Now | Builders FirstSource | $123.50 | 9.31% | Mike Dahl74% | $78 → $135 | Upgrade | Sector Perform → Outperform | Get Alert |
| 04/27/2023 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | -29.32% | Mike Dahl74% | $33 → $42 | Maintains | Sector Perform | Get Alert |
| 04/27/2023 | OC | Buy Now | Owens-Corning | $134.14 | -17.25% | Mike Dahl74% | $96 → $111 | Maintains | Sector Perform | Get Alert |
| 04/27/2023 | MAS | Buy Now | Masco | $62.92 | -6.23% | Mike Dahl74% | $57 → $59 | Maintains | Outperform | Get Alert |
| 04/26/2023 | WHR | Buy Now | Whirlpool | $85.30 | 38.34% | Mike Dahl74% | → $118 | Reiterates | → Underperform | Get Alert |
| 04/26/2023 | PHM | Buy Now | PulteGroup | $101.00 | -32.67% | Mike Dahl74% | $54 → $68 | Maintains | Sector Perform | Get Alert |
| 04/21/2023 | DHI | Buy Now | D.R. Horton | $127.99 | -23.43% | Mike Dahl74% | $76 → $98 | Maintains | Underperform | Get Alert |
| 03/29/2023 | RUN | Buy Now | Sunrun | $6.90 | 392.78% | Mike Dahl74% | $42 → $34 | Maintains | Outperform | Get Alert |
| 03/29/2023 | CNM | Buy Now | Core & Main | $46.14 | -43.65% | Mike Dahl74% | $24 → $26 | Maintains | Outperform | Get Alert |
| 03/23/2023 | KBH | Buy Now | KB Home | $56.43 | -34.43% | Mike Dahl74% | $34 → $37 | Maintains | Sector Perform | Get Alert |
| 03/17/2023 | LEN | Buy Now | Lennar | $111.50 | -23.77% | Mike Dahl74% | $76 → $85 | Maintains | Underperform | Get Alert |
| 03/08/2023 | FERG | Buy Now | Ferguson | $155.56 | -3.57% | Mike Dahl74% | → $150 | Reiterates | → Outperform | Get Alert |
| 03/01/2023 | BLDR | Buy Now | Builders FirstSource | $123.50 | -36.84% | Mike Dahl74% | $67 → $78 | Maintains | Sector Perform | Get Alert |
| 02/23/2023 | TOL | Buy Now | Toll Brothers | $101.00 | -45.54% | Mike Dahl74% | → $55 | Reiterates | → Sector Perform | Get Alert |
| 02/23/2023 | IBP | Buy Now | Installed Building Prods | $176.21 | -51.76% | Mike Dahl74% | $79 → $85 | Maintains | Underperform | Get Alert |
| 02/17/2023 | VMC | Buy Now | Vulcan Materials | $230.74 | -16.36% | Mike Dahl74% | $191 → $193 | Maintains | Outperform | Get Alert |
| 02/16/2023 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | 21.18% | Mike Dahl74% | $119 → $135 | Maintains | Sector Perform | Get Alert |
| 02/16/2023 | OC | Buy Now | Owens-Corning | $134.14 | -28.43% | Mike Dahl74% | $91 → $96 | Maintains | Sector Perform | Get Alert |
| 02/10/2023 | MAS | Buy Now | Masco | $62.92 | -9.41% | Mike Dahl74% | $49 → $57 | Upgrade | Sector Perform → Outperform | Get Alert |
| 02/09/2023 | AZEK | Buy Now | AZEK Co | $46.24 | -39.45% | Mike Dahl74% | $25 → $28 | Maintains | Outperform | Get Alert |
| 02/01/2023 | WHR | Buy Now | Whirlpool | $85.30 | 38.34% | Mike Dahl74% | $108 → $118 | Maintains | Underperform | Get Alert |
| 02/01/2023 | PHM | Buy Now | PulteGroup | $101.00 | -46.53% | Mike Dahl74% | $46 → $54 | Maintains | Sector Perform | Get Alert |
| 01/13/2023 | KBH | Buy Now | KB Home | $56.43 | -39.75% | Mike Dahl74% | → $34 | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/13/2023 | FBIN | Buy Now | Fortune Brands | $53.03 | 18.8% | Mike Dahl74% | $61 → $63 | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/13/2023 | VMC | Buy Now | Vulcan Materials | $230.74 | -17.22% | Mike Dahl74% | $170 → $191 | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/13/2023 | DFH | Buy Now | Dream Finders Homes | $23.52 | -65.99% | Mike Dahl74% | → $8 | Downgrade | Sector Perform → Underperform | Get Alert |
| 01/13/2023 | LEN | Buy Now | Lennar | $111.50 | -31.84% | Mike Dahl74% | $79 → $76 | Downgrade | Sector Perform → Underperform | Get Alert |
| 12/16/2022 | LEN | Buy Now | Lennar | $111.50 | -29.15% | Mike Dahl74% | $72 → $79 | Maintains | Sector Perform | Get Alert |
| 12/16/2022 | FBIN | Buy Now | Fortune Brands | $53.03 | 15.03% | Mike Dahl74% | $67 → $61 | Maintains | Outperform | Get Alert |
| 12/14/2022 | CNM | Buy Now | Core & Main | $46.14 | -39.32% | Mike Dahl74% | $27 → $28 | Maintains | Outperform | Get Alert |
| 12/09/2022 | GMS | Buy Now | GMS | $72.17 | -19.63% | Mike Dahl74% | $51 → $58 | Maintains | Sector Perform | Get Alert |
| 12/08/2022 | TOL | Buy Now | Toll Brothers | $101.00 | -51.49% | Mike Dahl74% | $48 → $49 | Maintains | Sector Perform | Get Alert |
| 11/29/2022 | AZEK | Buy Now | AZEK Co | $46.24 | -56.75% | Mike Dahl74% | $22 → $20 | Maintains | Outperform | Get Alert |
| 11/22/2022 | DFH | Buy Now | Dream Finders Homes | $23.52 | -65.99% | Mike Dahl74% | $12 → $8 | Maintains | Sector Perform | Get Alert |
| 11/10/2022 | DHI | Buy Now | D.R. Horton | $127.99 | -46.87% | Mike Dahl74% | $70 → $68 | Maintains | Sector Perform | Get Alert |
| 11/09/2022 | DOOR | Buy Now | Masonite International | — | — | Mike Dahl74% | $99 → $91 | Maintains | Outperform | Get Alert |
| 11/09/2022 | BLDR | Buy Now | Builders FirstSource | $123.50 | -40.08% | Mike Dahl74% | $79 → $74 | Maintains | Sector Perform | Get Alert |
| 11/07/2022 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | -55.9% | Mike Dahl74% | $59 → $54 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | 4.13% | Mike Dahl74% | $126 → $116 | Maintains | Sector Perform | Get Alert |
| 11/03/2022 | SKY | Buy Now | Skyline Champion | $87.17 | -38.05% | Mike Dahl74% | $72 → $54 | Downgrade | Outperform → Sector Perform | Get Alert |
| 10/27/2022 | MAS | Buy Now | Masco | $62.92 | -25.3% | Mike Dahl74% | $57 → $47 | Downgrade | Outperform → Sector Perform | Get Alert |
| 09/15/2022 | CNM | Buy Now | Core & Main | $46.14 | -41.48% | Mike Dahl74% | $25 → $27 | Maintains | Outperform | Get Alert |
| 08/10/2022 | DOOR | Buy Now | Masonite International | — | — | Mike Dahl74% | $90 → $99 | Maintains | Outperform | Get Alert |
| 08/02/2022 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 90.64% | Mike Dahl74% | $12 → $11 | Maintains | Underperform | Get Alert |
| 08/02/2022 | BLDR | Buy Now | Builders FirstSource | $123.50 | -36.03% | Mike Dahl74% | $70 → $79 | Downgrade | Outperform → Sector Perform | Get Alert |
| 07/28/2022 | OC | Buy Now | Owens-Corning | $134.14 | -37.38% | Mike Dahl74% | $80 → $84 | Maintains | Sector Perform | Get Alert |
| 07/28/2022 | FBHS | Buy Now | Fortune Brands Home | — | — | Mike Dahl74% | $73 → $74 | Maintains | Outperform | Get Alert |
| 07/28/2022 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | -51.19% | Mike Dahl74% | $28 → $29 | Downgrade | Outperform → Sector Perform | Get Alert |
| 06/22/2022 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | 5.92% | Mike Dahl74% | $128 → $118 | Upgrade | Underperform → Sector Perform | Get Alert |
| 06/22/2022 | IBP | Buy Now | Installed Building Prods | $176.21 | -59.71% | Mike Dahl74% | $91 → $71 | Downgrade | Sector Perform → Underperform | Get Alert |
| 06/22/2022 | PHM | Buy Now | PulteGroup | $101.00 | -59.41% | Mike Dahl74% | $56 → $41 | Downgrade | Outperform → Sector Perform | Get Alert |
| 06/22/2022 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | -52.88% | Mike Dahl74% | $32 → $28 | Upgrade | Sector Perform → Outperform | Get Alert |
| 06/22/2022 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 107.97% | Mike Dahl74% | $20 → $12 | Downgrade | Sector Perform → Underperform | Get Alert |
| 06/22/2022 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $32.45 → $30.48 | Upgrade | Sector Perform → Outperform | Get Alert |
| 06/22/2022 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | -52.64% | Mike Dahl74% | $70 → $58 | Downgrade | Outperform → Sector Perform | Get Alert |
| 06/22/2022 | GMS | Buy Now | GMS | $72.17 | -36.26% | Mike Dahl74% | $73 → $46 | Downgrade | Outperform → Sector Perform | Get Alert |
| 06/15/2022 | CNM | Buy Now | Core & Main | $46.14 | -39.32% | Mike Dahl74% | $31 → $28 | Maintains | Outperform | Get Alert |
| 05/26/2022 | TOL | Buy Now | Toll Brothers | $101.00 | -47.52% | Mike Dahl74% | $67 → $53 | Maintains | Sector Perform | Get Alert |
| 05/25/2022 | SKY | Buy Now | Skyline Champion | $87.17 | -30.02% | Mike Dahl74% | $87 → $61 | Maintains | Outperform | Get Alert |
| 05/24/2022 | DFH | Buy Now | Dream Finders Homes | $23.52 | -27.72% | Mike Dahl74% | $18 → $17 | Maintains | Sector Perform | Get Alert |
| 05/11/2022 | AZEK | Buy Now | AZEK Co | $46.24 | -45.93% | Mike Dahl74% | $40 → $25 | Maintains | Outperform | Get Alert |
| 05/11/2022 | BLDR | Buy Now | Builders FirstSource | $123.50 | -24.7% | Mike Dahl74% | $106 → $93 | Maintains | Outperform | Get Alert |
| 05/03/2022 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 246.62% | Mike Dahl74% | $27 → $20 | Maintains | Sector Perform | Get Alert |
| 04/29/2022 | PHM | Buy Now | PulteGroup | $101.00 | -44.55% | Mike Dahl74% | $63 → $56 | Maintains | Outperform | Get Alert |
| 04/29/2022 | FBHS | Buy Now | Fortune Brands Home | — | — | Mike Dahl74% | $114 → $101 | Maintains | Outperform | Get Alert |
| 04/28/2022 | OC | Buy Now | Owens-Corning | $134.14 | -29.18% | Mike Dahl74% | $105 → $95 | Maintains | Sector Perform | Get Alert |
| 04/28/2022 | MAS | Buy Now | Masco | $62.92 | 8.07% | Mike Dahl74% | $78 → $68 | Maintains | Outperform | Get Alert |
| 04/27/2022 | WHR | Buy Now | Whirlpool | $85.30 | 105.16% | Mike Dahl74% | $195 → $175 | Maintains | Underperform | Get Alert |
| 04/27/2022 | DHI | Buy Now | D.R. Horton | $127.99 | -30.46% | Mike Dahl74% | $103 → $89 | Maintains | Sector Perform | Get Alert |
| 03/31/2022 | CNM | Buy Now | Core & Main | $46.14 | -32.81% | Mike Dahl74% | $33 → $31 | Maintains | Outperform | Get Alert |
| 03/25/2022 | DFH | Buy Now | Dream Finders Homes | $23.52 | -23.47% | Mike Dahl74% | $19 → $18 | Maintains | Sector Perform | Get Alert |
| 03/24/2022 | KBH | Buy Now | KB Home | $56.43 | -9.62% | Mike Dahl74% | $55 → $51 | Maintains | Outperform | Get Alert |
| 02/04/2022 | SKY | Buy Now | Skyline Champion | $87.17 | -0.2% | Mike Dahl74% | $81 → $87 | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/13/2022 | KBH | Buy Now | KB Home | $56.43 | -2.53% | Mike Dahl74% | $46 → $55 | Maintains | Outperform | Get Alert |
| 01/10/2022 | TOL | Buy Now | Toll Brothers | $101.00 | -30.69% | Mike Dahl74% | $75 → $70 | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/10/2022 | KBH | Buy Now | KB Home | $56.43 | -18.48% | Mike Dahl74% | $50 → $46 | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/10/2022 | CNM | Buy Now | Core & Main | $46.14 | -28.48% | Mike Dahl74% | → $33 | Upgrade | Sector Perform → Outperform | Get Alert |
| 12/09/2021 | TOL | Buy Now | Toll Brothers | $101.00 | -25.74% | Mike Dahl74% | $74 → $75 | Maintains | Outperform | Get Alert |
| 12/03/2021 | GMS | Buy Now | GMS | $72.17 | -5.78% | Mike Dahl74% | $61 → $68 | Maintains | Outperform | Get Alert |
| 11/10/2021 | DOOR | Buy Now | Masonite International | — | — | Mike Dahl74% | $144 → $154 | Maintains | Outperform | Get Alert |
| 11/10/2021 | DHI | Buy Now | D.R. Horton | $127.99 | -19.52% | Mike Dahl74% | $100 → $103 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $36.38 → $39.33 | Maintains | Sector Perform | Get Alert |
| 11/05/2021 | BLDR | Buy Now | Builders FirstSource | $123.50 | -30.36% | Mike Dahl74% | $70 → $86 | Maintains | Outperform | Get Alert |
| 11/04/2021 | SKY | Buy Now | Skyline Champion | $87.17 | -10.52% | Mike Dahl74% | $62 → $78 | Maintains | Sector Perform | Get Alert |
| 11/04/2021 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | 76.84% | Mike Dahl74% | $165 → $197 | Maintains | Underperform | Get Alert |
| 11/01/2021 | MHK | Buy Now | Mohawk Industries | $105.65 | 48.6% | Mike Dahl74% | $167 → $157 | Maintains | Underperform | Get Alert |
| 10/28/2021 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | -42.78% | Mike Dahl74% | $32 → $34 | Maintains | Sector Perform | Get Alert |
| 10/28/2021 | OC | Buy Now | Owens-Corning | $134.14 | -27.69% | Mike Dahl74% | $94 → $97 | Maintains | Sector Perform | Get Alert |
| 10/28/2021 | MAS | Buy Now | Masco | $62.92 | 22.38% | Mike Dahl74% | $73 → $77 | Maintains | Outperform | Get Alert |
| 10/25/2021 | WHR | Buy Now | Whirlpool | $85.30 | 122.74% | Mike Dahl74% | $208 → $190 | Downgrade | Sector Perform → Underperform | Get Alert |
| 10/22/2021 | TPH | Buy Now | Tri Pointe Homes | $31.82 | -21.43% | Mike Dahl74% | $22 → $25 | Upgrade | Underperform → Sector Perform | Get Alert |
| 10/18/2021 | FBHS | Buy Now | Fortune Brands Home | — | — | Mike Dahl74% | $114 → $109 | Upgrade | Sector Perform → Outperform | Get Alert |
| 10/18/2021 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | → $36.38 | Downgrade | Outperform → Sector Perform | Get Alert |
| 10/18/2021 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | — | Mike Dahl74% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 10/07/2021 | VMC | Buy Now | Vulcan Materials | $230.74 | -14.19% | Mike Dahl74% | $182 → $198 | Maintains | Sector Perform | Get Alert |
| 09/23/2021 | KBH | Buy Now | KB Home | $56.43 | -11.39% | Mike Dahl74% | $47 → $50 | Maintains | Sector Perform | Get Alert |
| 09/15/2021 | CNM | Buy Now | Core & Main | $46.14 | -34.98% | Mike Dahl74% | $28 → $30 | Maintains | Sector Perform | Get Alert |
| 08/26/2021 | TOL | Buy Now | Toll Brothers | $101.00 | -24.75% | Mike Dahl74% | $74 → $76 | Maintains | Outperform | Get Alert |
| 08/17/2021 | CNM | Buy Now | Core & Main | $46.14 | -39.32% | Mike Dahl74% | → $28 | Initiates | → Sector Perform | Get Alert |
| 08/13/2021 | AZEK | Buy Now | AZEK Co | $46.24 | 16.78% | Mike Dahl74% | $52 → $54 | Maintains | Outperform | Get Alert |
| 08/06/2021 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $35.4 → $36.38 | Maintains | Outperform | Get Alert |
| 08/06/2021 | BLDR | Buy Now | Builders FirstSource | $123.50 | -43.32% | Mike Dahl74% | $68 → $70 | Maintains | Outperform | Get Alert |
| 08/03/2021 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 419.93% | Mike Dahl74% | $29 → $30 | Maintains | Sector Perform | Get Alert |
| 07/29/2021 | OC | Buy Now | Owens-Corning | $134.14 | -21.72% | Mike Dahl74% | $99 → $105 | Maintains | Sector Perform | Get Alert |
| 07/23/2021 | WHR | Buy Now | Whirlpool | $85.30 | 160.26% | Mike Dahl74% | $210 → $222 | Maintains | Sector Perform | Get Alert |
| 07/08/2021 | DHI | Buy Now | D.R. Horton | $127.99 | -21.09% | Mike Dahl74% | $104 → $101 | Downgrade | Outperform → Sector Perform | Get Alert |
| 07/08/2021 | TPH | Buy Now | Tri Pointe Homes | $31.82 | -30.86% | Mike Dahl74% | → $22 | Downgrade | Sector Perform → Underperform | Get Alert |
| 06/25/2021 | GMS | Buy Now | GMS | $72.17 | -16.86% | Mike Dahl74% | $50 → $60 | Upgrade | Sector Perform → Outperform | Get Alert |
| 06/24/2021 | KBH | Buy Now | KB Home | $56.43 | -16.71% | Mike Dahl74% | $46 → $47 | Maintains | Sector Perform | Get Alert |
| 05/06/2021 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | 42.73% | Mike Dahl74% | $138 → $159 | Maintains | Underperform | Get Alert |
| 04/28/2021 | PHM | Buy Now | PulteGroup | $101.00 | -35.64% | Mike Dahl74% | $54 → $65 | Maintains | Outperform | Get Alert |
| 03/18/2021 | LEN | Buy Now | Lennar | $111.50 | -13% | Mike Dahl74% | $93 → $97 | Maintains | Sector Perform | Get Alert |
| 02/09/2021 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | -60.8% | Mike Dahl74% | $37 → $48 | Upgrade | Underperform → Sector Perform | Get Alert |
| 01/26/2021 | AZEK | Buy Now | AZEK Co | $46.24 | 8.13% | Mike Dahl74% | $43 → $50 | Maintains | Outperform | Get Alert |
| 01/08/2021 | TPH | Buy Now | Tri Pointe Homes | $31.82 | -40.29% | Mike Dahl74% | $22 → $19 | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/08/2021 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | -54.56% | Mike Dahl74% | $31 → $27 | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/08/2021 | DHI | Buy Now | D.R. Horton | $127.99 | -37.5% | Mike Dahl74% | $75 → $80 | Upgrade | Sector Perform → Outperform | Get Alert |
| 11/05/2020 | VMC | Buy Now | Vulcan Materials | $230.74 | -38.46% | Mike Dahl74% | → $142 | Downgrade | Outperform → Sector Perform | Get Alert |
| 10/23/2020 | PHM | Buy Now | PulteGroup | $101.00 | -47.52% | Mike Dahl74% | $52 → $53 | Upgrade | Sector Perform → Outperform | Get Alert |
| 10/23/2020 | WHR | Buy Now | Whirlpool | $85.30 | 114.54% | Mike Dahl74% | $163 → $183 | Upgrade | Underperform → Sector Perform | Get Alert |
| 09/16/2020 | LEN | Buy Now | Lennar | $111.50 | -20.18% | Mike Dahl74% | $78 → $89 | Upgrade | Sector Perform → Outperform | Get Alert |
| 08/14/2020 | AZEK | Buy Now | AZEK Co | $46.24 | -13.49% | Mike Dahl74% | $36 → $40 | Maintains | Outperform | Get Alert |
| 08/05/2020 | JELD | Buy Now | JELD-WEN Holding | $5.77 | 246.62% | Mike Dahl74% | → $20 | Upgrade | Underperform → Sector Perform | Get Alert |
| 08/03/2020 | BLDR | Buy Now | Builders FirstSource | $123.50 | -74.9% | Mike Dahl74% | $24 → $31 | Maintains | Outperform | Get Alert |
| 07/30/2020 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | -4.85% | Mike Dahl74% | $99 → $106 | Maintains | Underperform | Get Alert |
| 07/30/2020 | OC | Buy Now | Owens-Corning | $134.14 | -55.27% | Mike Dahl74% | $56 → $60 | Maintains | Sector Perform | Get Alert |
| 07/30/2020 | FBHS | Buy Now | Fortune Brands Home | — | — | Mike Dahl74% | $62 → $77 | Maintains | Sector Perform | Get Alert |
| 07/07/2020 | AZEK | Buy Now | AZEK Co | $46.24 | -22.15% | Mike Dahl74% | → $36 | Initiates | → Outperform | Get Alert |
| 06/26/2020 | FBHS | Buy Now | Fortune Brands Home | — | — | Mike Dahl74% | $50 → $59 | Downgrade | Outperform → Sector Perform | Get Alert |
| 06/17/2020 | VMC | Buy Now | Vulcan Materials | $230.74 | -40.63% | Mike Dahl74% | $117 → $137 | Maintains | Outperform | Get Alert |
| 06/09/2020 | KBH | Buy Now | KB Home | $56.43 | -39.75% | Mike Dahl74% | $26 → $34 | Downgrade | Outperform → Sector Perform | Get Alert |
| 05/22/2020 | SKY | Buy Now | Skyline Champion | $87.17 | -78.2% | Mike Dahl74% | $16 → $19 | Maintains | Sector Perform | Get Alert |
| 04/07/2020 | SKY | Buy Now | Skyline Champion | $87.17 | -81.65% | Mike Dahl74% | $27 → $16 | Downgrade | Outperform → Sector Perform | Get Alert |
| 04/07/2020 | OC | Buy Now | Owens-Corning | $134.14 | -70.18% | Mike Dahl74% | $61 → $40 | Downgrade | Outperform → Sector Perform | Get Alert |
| 04/07/2020 | MHK | Buy Now | Mohawk Industries | $105.65 | -30.9% | Mike Dahl74% | $95 → $73 | Upgrade | Underperform → Sector Perform | Get Alert |
| 04/07/2020 | MAS | Buy Now | Masco | $62.92 | — | Mike Dahl74% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 04/07/2020 | GMS | Buy Now | GMS | $72.17 | -79.22% | Mike Dahl74% | $23 → $15 | Downgrade | Outperform → Sector Perform | Get Alert |
| 04/07/2020 | FBM | Buy Now | Foundation Building | — | — | Mike Dahl74% | $15 → $10 | Downgrade | Outperform → Sector Perform | Get Alert |
| 04/07/2020 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | -89.38% | Mike Dahl74% | $20 → $13 | Downgrade | Sector Perform → Underperform | Get Alert |
| 02/24/2020 | BLDR | Buy Now | Builders FirstSource | $123.50 | -74.9% | Mike Dahl74% | $26 → $31 | Upgrade | Sector Perform → Outperform | Get Alert |
| 02/19/2020 | VMC | Buy Now | Vulcan Materials | $230.74 | -31.96% | Mike Dahl74% | $162 → $157 | Maintains | Outperform | Get Alert |
| 02/19/2020 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | -5.75% | Mike Dahl74% | $84 → $105 | Maintains | Sector Perform | Get Alert |
| 02/05/2020 | TOL | Buy Now | Toll Brothers | $101.00 | -50.5% | Mike Dahl74% | $39 → $50 | Upgrade | Sector Perform → Sector Outperform | Get Alert |
| 01/29/2020 | PHM | Buy Now | PulteGroup | $101.00 | -56.44% | Mike Dahl74% | $39 → $44 | Maintains | Sector Perform | Get Alert |
| 12/17/2019 | FBHS | Buy Now | Fortune Brands Home | — | — | Mike Dahl74% | → $67 | Downgrade | Outperform → Sector Perform | Get Alert |
| 11/26/2019 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | -75.5% | Mike Dahl74% | $34 → $30 | Maintains | Sector Perform | Get Alert |
| 11/13/2019 | FBHS | Buy Now | Fortune Brands Home | — | — | Mike Dahl74% | $61 → $67 | Maintains | Outperform | Get Alert |
| 10/15/2019 | TPH | Buy Now | Tri Pointe Homes | $31.82 | — | Mike Dahl74% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 10/03/2019 | LEN | Buy Now | Lennar | $111.50 | -43.5% | Mike Dahl74% | $59 → $63 | Maintains | Outperform | Get Alert |
| 09/18/2019 | VMC | Buy Now | Vulcan Materials | $230.74 | -32.39% | Mike Dahl74% | $142 → $156 | Maintains | Outperform | Get Alert |
| 07/24/2019 | PHM | Buy Now | PulteGroup | $101.00 | — | Mike Dahl74% | — | Upgrade | Underperform → Sector Perform | Get Alert |
| 05/16/2019 | KBH | Buy Now | KB Home | $56.43 | -46.84% | Mike Dahl74% | $25 → $30 | Upgrade | Sector Perform → Outperform | Get Alert |
| 05/16/2019 | TMHC | Buy Now | Taylor Morrison Home | $59.42 | — | Mike Dahl74% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 01/31/2019 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | -47.04% | Mike Dahl74% | → $59 | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/11/2019 | PHM | Buy Now | PulteGroup | $101.00 | -75.25% | Mike Dahl74% | → $25 | Downgrade | Sector Perform → Underperform | Get Alert |
| 01/11/2019 | BLDR | Buy Now | Builders FirstSource | $123.50 | -89.47% | Mike Dahl74% | $18 → $13 | Downgrade | Outperform → Sector Perform | Get Alert |
| 08/01/2018 | VMC | Buy Now | Vulcan Materials | $230.74 | — | Mike Dahl74% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 06/28/2018 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | — | Mike Dahl74% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 06/20/2016 | GMS | Buy Now | GMS | $72.17 | — | Mike Dahl74% | — | Initiates | → Outperform | Get Alert |
| 06/07/2016 | SITE | Buy Now | SiteOne Landscape Supply | $111.40 | -71.27% | Mike Dahl74% | → $32 | Initiates | → Outperform | Get Alert |
| 04/11/2016 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | — | Mike Dahl74% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 08/21/2015 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | $32.09 → $28.33 | Maintains | Outperform | Get Alert |
| 08/10/2015 | BECN | Buy Now | Beacon Roofing Supply | $122.46 | -69.79% | Mike Dahl74% | $34 → $37 | Maintains | Sector Perform | Get Alert |
| 05/06/2015 | VMC | Buy Now | Vulcan Materials | $230.74 | -57.96% | Mike Dahl74% | $93 → $97 | Maintains | Outperform | Get Alert |
| 04/21/2015 | SUM | Buy Now | Summit Materials | — | — | Mike Dahl74% | → $26.43 | Initiates | → Outperform | Get Alert |
| 02/26/2015 | VMC | Buy Now | Vulcan Materials | $230.74 | -59.69% | Mike Dahl74% | $82 → $93 | Upgrade | Sector Perform → Outperform | Get Alert |
| 09/25/2014 | KBH | Buy Now | KB Home | $56.43 | -69.87% | Mike Dahl74% | $20 → $17 | Downgrade | Outperform → Sector Perform | Get Alert |
| 07/14/2014 | VMC | Buy Now | Vulcan Materials | $230.74 | -69.66% | Mike Dahl74% | $74 → $70 | Downgrade | Outperform → Sector Perform | Get Alert |
| 08/15/2013 | PHM | Buy Now | PulteGroup | $101.00 | -80.2% | Mike Dahl74% | $26 → $20 | Downgrade | Top Pick → Outperform | Get Alert |
| 04/26/2013 | PHM | Buy Now | PulteGroup | $101.00 | -68.32% | Mike Dahl74% | $28 → $32 | Upgrade | Outperform → Top Pick | Get Alert |
| 10/26/2012 | PHM | Buy Now | PulteGroup | $101.00 | — | Mike Dahl74% | — | Upgrade | Sector Perform → Outperform | Get Alert |
