Adam Baumgarten

“Can you talk about quarter-to-date sell-through in siding and decking, which you've basically seen for the last month and a week?”

“I noticed that you guys didn't buy back stock in the quarter and had recently raised some debt, as you guys mentioned at the top of the call. I guess, can you talk through your appetite for maybe some larger, chunkier acquisitions, perhaps in tangential parts of the business, like mechanical insulation install?”

“Just on sort of the current portfolio of businesses you guys have, do you expect to take a hard look at that and maybe divest some potentially underperforming assets over time?”

“Just to clarify on the price cost exiting the year, that assumes you get to the pricing number that you talked about in 4Q and that inputs stay stable from where they are today, correct?”

“Just on the topic of freight, maybe if you could run through what you're seeing there and perhaps how much that represents as a percentage of total COGS.”