Construction Materials

  • Get to Know this Rock Solid, Diversified Utility Company

    By Greg Williamson - March 4, 2013 | Tickers: CX, CHK, MDU

    Utility companies are sometimes thought of as boring, steady income opportunities with limited capital gain potential. However, over my 11 years of investing I have found that well-managed utility companies can provide significant capital gains as well as a growing income stream, resulting in excellent returns for patient, long term investors. Today, I am going to highlight MDU Resources (NYSE: MDU), which has been a rock solid performer for my more »

  • Boarding Taylor Morrison’s Maiden Flight

    By Arturo Cuevas - February 25, 2013 | Tickers: TPH, TRLA, Z

    Call me a prophet of boom if you will, but there are more than enough reasons to be upbeat about the forthcoming $500 million IPO of U.S. homebuilder Taylor Morrison, which will be listed at the NYSE with THMC as its ticker.

    Also, consider yourself among the fortunate if you have an active account and are a favored client of Citigroup, one of the lead underwriters for the IPO more »

  • When a Two-Star Rating Is a Buy

    By Arturo Cuevas - February 25, 2013 | Tickers: BKD, CSU, PHM

    Brookdale Senior Living (NYSE: BKD) rated only two stars out of a possible five from employee reviews in the career and jobs community website Glassdoor. Nonetheless, this so-so rating shouldn’t dampen investor interest in this company, the largest operator of communities for seniors in the U.S. For all we know, some of the disparaging employee reviews on Brookdale may have come from disgruntled caregivers.

    What really matters, as more »

  • Rains After a Long Spell of Drought

    By Sharmistha Banerjee - September 26, 2012 | Tickers: KBH, PHM, TOL

    Optimism among the nation’s home builders climbed in September for the fifth straight month to reach the highest level in more than six years. Existing home sales have risen at the quickest pace in almost 2 years, while homebuilder sentiment has also increased to six-year highs. This closely watched index rose its highest level since 2006.  It is said that several builders expects growth in housing activity in a more »

  • Betting on Infrastructure

    By Tim Brugger - March 21, 2012 | Tickers: BIP, CAT, DE, NSC, UNP

    There’s nothing sexy or glamorous about investing in infrastructure. There aren’t new product roll-outs on a weekly basis that change the world as we know it. Nah, these are the companies that quietly go about the business of providing needed highway construction, energy generation, transportation and the heavy machinery needed to accomplish all of this. Nothing too exciting there for investors, right?

    On the contrary, there's actually more »

  • Housing Numbers: Beyond the Headlines

    By Tim Brugger - March 21, 2012 | Tickers: DHI, HD, LEN, LOW, NVR

    From the headlines it would be easy to think that with housing starts down 1.1% in February, investors wanting to cash in on the housing and construction industry need to put the brakes on their euphoria. And if the headlines were all you read that would make sense. But there’s more to this story.

    It’s hard to imagine housing start numbers improving over January’s, which were more »

  • Home Depot: Great Quarter But Does Upside Remain?

    By Tim Brugger - February 21, 2012 | Tickers: HD, LOW

    Home Depot’s (NYSE: HD) earnings announcement was nothing if not spectacular. Yeah, they beat analyst expectations but even more importantly the company obliterated sales, margins and earnings vs. Q4 of 2010. The result was pre-market trading ended with a 3% jump in share price. And then something interesting happened on the way to the party, investors grabbed their 1.5% or 2% and got out. Hmm.

    HD remains in more »

  • With Rates Staying Low, These Stocks Will Rise

    By Tim Brugger - January 25, 2012 | Tickers: CAT, DE, EXC, F, RAI

    Looks like the Fed meeting turned out about the way analysts and other prognosticators thought -- the Fed will keep rates at essentially nothing for another couple of years. So it’s time to consider the implications and how best to take advantage of the situation.

    Growth

    From a growth perspective earlier articles have discussed the upside that both Ford (NYSE: F) and Volkswagen (NASDAQOTH: VLKAY) have as sales increases more »