Demand will out pace supply very soon if it hasn't already.
Housing starts look to stay under 1 million. we are way over produced. prices are going down.
Lumber prices could drop by 25% by the third quarter too. How does matter as BXC has been moving toward a "specialty" distributor?
BXC is not close to being a majority specialty distributor yet. They still need commodity lumber to fill trucks. Much more upside risk in price than downside moving forward.