Welcome to the third week and fifth edition of Hybrid Vigor!
We're starting to get attention in the general media–the Philadelphia Inquirer noted our head of equity research Jeff Alton's thesis, expressed last week and reiterated today, that recent homebuilder weakness is creating a good entry point, especially in some smaller names.
Today we discuss a couple of trade ideas, provide earnings analysis and previews, and give you an updated "Hillside Ugly 20" list of names susceptible to loss as measured by our proprietary Hillside Adjusted Risk Points (HARP).
As always, we thank you for your interest, support, and encouragement. We look forward to your continued feedback. We hope you find our summer issues informative and thought provoking and look forward to welcoming yuo as subscribers this fall.
Co-Founder and Managing Principal
Hillside Advisors LLC