By now I hope you've jogged more miles than Forrest Gump, and you must be tired. Perhaps between breaths you've wondered whether it may now be safe to pull up a chair and kick up your feet in construction-related investment vehicles. As a value hound myself, I can appreciate the temptation to ease into a trampled sector and await recovery.
I've taken that approach myself over in the dry-bulk sector, where I sit patiently with a stake in Diana Shipping
Gypsum giant USG
As if on cue, homebuilder D.R. Horton
I don't mean to suggest that a Fool can't book a gain in these stocks. On both a one-year and a two-year chart, in fact, shares of USG are actually outpacing the S&P 500. Sadly, we cannot say the same for builders such as PulteGroup