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The Call @ Hedgeye | March 28, 2024

Takeaway: We are removing MHK long from Investing Ideas today.

"We will come back to Mohawk Industries (MHK) on sale," writes Hedgeye CEO Keith McCullough. "No change to the longer-term investment view by Industrials analyst Jay Van Sciver. I simply see Quad 3 (i.e. U.S. Growth slowing and Inflation accelerating) headwinds for this stock that I’d rather buy back on weakness."