### Comment:
Yup. New housing starts looked fine today, and I've averaged into a low enough position through the last week that I can let a few calls ride through earnings. The real wrench is the new tariffs, though, which will be a big drag on the call. So it will be a much smaller play.

### REPLY:
Do they have suppliers in China? Seems like most sourcing material outside of steel would be from US or Canada

### END.