Stifel AnalysisSo Stifel analyst Ian Gillies downgraded DBM to hold from buy today. He writes that spot lumber prices have declined 40% in the last month and 46% year to date. He views lumber price as a proxy for future unit pricing but acknowledges the 25-30% of product sales are from allied products and that DBM does strategically manage their inventory. He expects Doman's 2nd. Q result to be strong due to lead lag benefits. He reduced his 2022 revenue projection by 4.4% and his EBITDA forecast by 3.8%. Likely his analysis has triggered a drop in share price this morning but as we head into the fall season his estimates could be out to lunch, but time will tell. "Risk" it's out there all the time trying to grab you so be careful. I think it may be another opportunity to add at some excellent prices, but each of us has to do what we are comfortable with. Good luck.