Some thoughts on construction stocks

I follow lots of interest sensitive stocks, especially the home builders. Lately, I've also been focusing my attention on the construction suppliers and home improvement retailers. Many are already getting whacked, but I think there could be more downside ahead.

Marketwatch picked up an article I wrote on the topic; if you're interested in reading it, follow this link:

http://www.marketwatch.com/news/newsletters/gurus_corner.asp?siteid=mktw&dist=