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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Fool contributor Anders Bylund holds no position in any of the companies mentioned. The Motley Fool owns shares of Lumber Liquidators and Universal Forest Products. Motley Fool newsletter services have recommended buying shares of Lumber Liquidators, Home Depot, MDC, and Lowe's, as well as writing covered calls in Lowe's. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinion, but we all believe that considering a diverse range of insights makes us better investors. Check out Anders' holdings and bio, or follow him on Twitter and Google+. We have a disclosure policy.