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Watsco Inc. Message Board

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  • asp924 asp924 Jul 21, 2006 10:01 PM Flag

    % of sales to new construction homes

    It seems like the street is inadvertently painting WSO as a company that obtains a majority of its revenue stream from new home construction plays based on such a stock whipping the past 2 days. If RNC is 20% or less, the housing slowdown shouldn't warrant a bloodbath in WSO stock this past week.

    once the mkt wakes up, hopefully wso will find its way back up.

147.86+0.95(+0.65%)Aug 29 4:02 PMEDT