Ratings by BofA Securities (John LoVallo II)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/1/2025 | Owens Corning | OC | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2025 | Advanced Drainage Systems | WMS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2024 | Forterra | FRTA | Maintain | Underperform (N/A) |
|
Details | ||
| 10/26/2023 | Owens Corning | OC | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | Owens Corning | OC | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2023 | Owens Corning | OC | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2023 | Owens Corning | OC | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2022 | Owens Corning | OC | Upgrade | Buy (Underperform) |
82.43 (152.80) |
85.37% | Details | |
| 6/17/2022 | Owens Corning | OC | Downgrade | Underperform (Buy) |
76.19 (152.80) |
100.55% | Details | |
| 3/24/2022 | KB Home | KBH | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2022 | Owens Corning | OC | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | KB Home | KBH | Upgrade | Buy (Neutral) |
40.31 (57.19) |
41.88% | Details | |
| 1/13/2022 | KB Home | KBH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2022 | Owens Corning | OC | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2021 | Lennar | LEN | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2021 | Thor Industries Inc. | THO | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2021 | Hayward Holdings Inc | HAYW | Maintain | Buy (N/A) |
|
Details | ||
| 3/17/2021 | Dream Finders Homes Inc. | DFH | Maintain | Underperform (N/A) |
|
Details | ||
| 3/12/2021 | M.D.C. Holdings | MDC | Downgrade | Underperform (Neutral) |
60.00 (62.98) |
4.97% | Details | |
| 2/26/2021 | Resideo Technologies | REZI | Downgrade | Neutral (Buy) |
24.69 (21.63) |
-12.39% | Details | |
| 1/29/2021 | Meritage Homes | MTH | Downgrade | Neutral (Buy) |
86.02 (68.68) |
-20.16% | Details | |
| 1/22/2021 | Forestar Group | FOR | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2021 | Armstrong World Industries | AWI | Upgrade | Buy (Neutral) |
71.11 (180.30) |
153.55% | Details | |
| 1/5/2021 | M.D.C. Holdings | MDC | Downgrade | Neutral (Buy) |
47.62 (62.98) |
32.26% | Details | |
| 1/5/2021 | PulteGroup | PHM | Downgrade | Underperform (Neutral) |
42.21 (132.43) |
213.74% | Details | |
| 12/18/2020 | Lennar | LEN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2020 | Armstrong World Industries | AWI | Downgrade | Neutral (Buy) |
62.91 (180.30) |
186.6% | Details | |
| 10/19/2020 | Forterra | FRTA | New Coverage | Buy (N/A) |
15.85 (24.00) |
51.42% | Details | |
| 9/15/2020 | M.D.C. Holdings | MDC | Upgrade | Buy (Neutral) |
44.74 (62.98) |
40.77% | Details | |
| 8/27/2020 | Toll Bros. | TOL | Maintain | Underperform (N/A) |
|
Details | ||
| 8/5/2020 | JELD-WEN | JELD | Upgrade | Buy (Neutral) |
20.91 (1.97) |
-90.58% | Details | |
| 7/31/2020 | Patrick Industries | PATK | Upgrade | Buy (Neutral) |
65.94 (86.68) |
31.45% | Details | |
| 7/16/2020 | Patrick Industries | PATK | Upgrade | Neutral (Underperform) |
65.20 (86.68) |
32.94% | Details | |
| 7/16/2020 | Thor Industries Inc. | THO | Upgrade | Neutral (Underperform) |
110.95 (80.85) |
-27.13% | Details | |
| 3/27/2020 | KB Home | KBH | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2020 | M.D.C. Holdings | MDC | Downgrade | Neutral (Buy) |
20.21 (62.98) |
211.63% | Details | |
| 3/12/2020 | Thor Industries Inc. | THO | Maintain | Underperform (N/A) |
|
Details | ||
| 3/12/2020 | Patrick Industries | PATK | Maintain | Underperform (N/A) |
|
Details | ||
| 3/12/2020 | Camping World Holdings | CWH | Maintain | Underperform (N/A) |
|
Details | ||
| 3/12/2020 | Advanced Drainage Systems | WMS | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | Resideo Technologies | REZI | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | Owens Corning | OC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Mohawk Industries | MHK | Maintain | Underperform (N/A) |
|
Details | ||
| 3/12/2020 | Masco | MAS | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | JELD-WEN | JELD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Fortune Brands Home | FBHS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Armstrong World Industries | AWI | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | PulteGroup | PHM | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2020 | Meritage Homes | MTH | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | M.D.C. Holdings | MDC | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | Forestar Group | FOR | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | D.R. Horton | DHI | Maintain | Buy (N/A) |
|
Details | ||
| 3/12/2020 | Foundation Building Materials Inc. | FBM | Downgrade | Underperform (Buy) |
14.51 (19.24) |
32.6% | Details | |
| 3/12/2020 | Lennar | LEN | Downgrade | Neutral (Buy) |
53.41 (88.84) |
66.34% | Details | |
| 3/12/2020 | NVR Inc. | NVR | Downgrade | Neutral (Buy) |
3411.90 (6478.92) |
89.89% | Details | |
| 3/12/2020 | Toll Bros. | TOL | Downgrade | Underperform (Neutral) |
30.67 (153.54) |
400.62% | Details | |
| 3/12/2020 | KB Home | KBH | Upgrade | Buy (Neutral) |
26.73 (57.19) |
113.95% | Details | |
| 2/25/2020 | Armstrong World Industries | AWI | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2020 | NVR Inc. | NVR | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2020 | JELD-WEN | JELD | Upgrade | Neutral (Underperform) |
26.63 (1.97) |
-92.6% | Details | |
| 1/7/2020 | PulteGroup | PHM | Upgrade | Neutral (Underperform) |
39.31 (132.43) |
236.89% | Details | |
| 12/10/2019 | Thor Industries Inc. | THO | Maintain | Underperform (N/A) |
|
Details | ||
| 12/4/2019 | Owens Corning | OC | Downgrade | Neutral (Buy) |
65.87 (152.80) |
131.97% | Details | |
| 11/6/2019 | NVR Inc. | NVR | Upgrade | Buy (Neutral) |
3390.44 (6478.92) |
91.09% | Details | |
| 10/23/2019 | PulteGroup | PHM | Maintain | Underperform (N/A) |
|
Details | ||
| 10/11/2019 | Foundation Building Materials Inc. | FBM | New Coverage | Buy (N/A) |
16.68 (19.24) |
15.35% | Details | |
| 9/26/2019 | KB Home | KBH | Maintain | Neutral (N/A) |
|
Details | ||
| 9/18/2019 | Meritage Homes | MTH | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2019 | Masco | MAS | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2019 | Toll Bros. | TOL | Maintain | Neutral (N/A) |
|
Details | ||
| 9/16/2019 | PulteGroup | PHM | Maintain | Underperform (N/A) |
|
Details | ||
| 9/16/2019 | NVR Inc. | NVR | Maintain | Neutral (N/A) |
|
Details | ||
| 9/16/2019 | Meritage Homes | MTH | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2019 | M.D.C. Holdings | MDC | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2019 | Lennar | LEN | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2019 | KB Home | KBH | Maintain | Neutral (N/A) |
|
Details | ||
| 9/16/2019 | D.R. Horton | DHI | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2019 | Thor Industries Inc. | THO | Maintain | Underperform (N/A) |
|
Details | ||
| 9/4/2019 | Patrick Industries | PATK | Maintain | Underperform (N/A) |
|
Details | ||
| 9/4/2019 | Camping World Holdings | CWH | Maintain | Underperform (N/A) |
|
Details | ||
| 6/27/2019 | KB Home | KBH | Maintain | Neutral (N/A) |
|
Details | ||
| 6/27/2019 | Owens Corning | OC | Upgrade | Buy (Neutral) |
50.88 (65.87) |
29.46% | Details | |
| 6/26/2019 | Lennar | LEN | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2019 | Owens Corning | OC | Upgrade | Neutral (Underperform) |
51.18 (50.88) |
-0.59% | Details | |
| 3/28/2019 | Lennar | LEN | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2019 | KB Home | KBH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2019 | NVR Inc. | NVR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2018 | KB Home | KBH | Downgrade | Neutral (Buy) |
20.80 (26.73) |
28.51% | Details | |
| 11/12/2018 | Armstrong World Industries | AWI | Upgrade | Neutral (Underperform) |
70.65 (180.30) |
155.2% | Details | |
| 11/12/2018 | PulteGroup | PHM | Downgrade | Underperform (Neutral) |
24.23 (39.31) |
62.24% | Details | |
| 10/29/2018 | Mohawk Industries | MHK | Downgrade | Underperform (Buy) |
151.07 (137.08) |
-9.26% | Details | |
| 10/23/2018 | Owens Corning | OC | Downgrade | Underperform (Neutral) |
48.72 (51.18) |
5.05% | Details | |
| 10/18/2018 | NVR Inc. | NVR | Downgrade | Neutral (Buy) |
2262.52 (3390.44) |
49.85% | Details | |
| 10/18/2018 | PulteGroup | PHM | Downgrade | Neutral (Buy) |
23.62 (24.23) |
2.58% | Details | |
| 10/18/2018 | Toll Bros. | TOL | Downgrade | Neutral (Buy) |
32.02 (153.54) |
379.51% | Details | |
| 10/11/2018 | Owens Corning | OC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2018 | Mohawk Industries | MHK | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2018 | Masco | MAS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2018 | JELD-WEN | JELD | Maintain | Underperform (N/A) |
|
Details | ||
| 10/11/2018 | Fortune Brands Home | FBHS | Maintain | Underperform (N/A) |
|
Details | ||
| 10/11/2018 | Toll Bros. | TOL | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2018 | PulteGroup | PHM | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2018 | NVR Inc. | NVR | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2018 | Meritage Homes | MTH | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2018 | M.D.C. Holdings | MDC | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2018 | Lennar | LEN | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2018 | KB Home | KBH | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2018 | D.R. Horton | DHI | Maintain | Buy (N/A) |
|
Details |

