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I think that could be a factor. There’s a recycling of funds...

  1. SimonGr
    3,421 Posts.
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    15/10/19
    22:29
    Post #: 40898025
    I think that could be a factor. There’s a recycling of funds from growth into value. Pickup in housing sales will improve sentiment as a leading indicator of RV sales (and motorbikes ... and furniture). But Nick Scali’s result today shows that this may need to run a bit before housing sales rub off to others.
    ATL Price at posting: 48.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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