The Case for Shorting MasterBrands Stock

The US housing market could be about to unwind. Here's one way to play it

Highlights:

• This building supplies company is heavily exposed to US housing, which is showing signs of overheating.

• Executives argue that improved results are due to better execution and strategy.

• In reality, this cabinet manufacturer is more likely a pandemic winner, with tariff changes providing another external tailwind.

• Results are already reversing, yet the stock has rallied amid broader sector optimism. That optimism seems likely to reverse, providing an attractive short opportunity at the current price.