Lennox International的住宅业务表现不佳，股价也处于低位。我要说，我们现在也许处在安全的价格水平，但盈利仍然在，而市场预期住宅板块会进一步走弱，因为你看指引只下调了一美元，从25降到24。
盈利仍然在，但该股目前对应的股东回报率为6-7%，这里发生的情况只是市场过度的热情和疯狂。所以，它现在已合理回归正轨。你或许可以在它像现在这样处于长期趋势下方时买入。这就是对这些股票所遵循的策略，它们目前定价合理。
Lennox International's housing business is not doing well, and the stock is low. I would say that we are now perhaps at safe prices, but the earnings are still there , and the market is expecting more weakness in the housing sector because you see that the guidance has been reduced by only one dollar from 25 to 24.
The earnings are still there, but the stock is currently priced at a return to shareholders of 6-7 percent, and what happened here was just excessive enthusiasm and madness in the market.
So, he is now reasonably back on track. You may want to buy it when it is under its long-term trend as it is here. That is the strategy being followed with these stocks, which are currently fairly priced.