Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of wood-products producer Universal Forest Products
So what: The new government plan for easier access to mortgage refinancing options left homebuilders in arrears, with industry giants from Lennar
Now what: Anything that helps homeowners stay in their old homes rather than commissioning a new one will obviously hurt this entire market sector. On the flipside, we'd all need to take better care of our aging homes instead, which explains why Lumber Liquidators
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