Beacon Roofing Supply, Inc.

  • Time to Buy This Recession-Proof Stock?

    By Lee Samaha - August 15, 2013 | Tickers: BECN, CSL, OC

    With the housing market recovery ongoing, it’s natural for investors to look for construction-related plays. As its name suggests, Beacon Roofing Supply (NASDAQ: BECN) distributes roofing materials. The stock has had a great run over the last year with a 43% rise, but its latest results were disappointing. Is this dip a good buying opportunity? Let's take a closer look.

    Is Beacon a defensive or a cyclical stock more »

  • Chuck Royce's 2 New Small Cap Buys

    By Anh HOANG - August 12, 2013 | Tickers: BECN, DHI, SUNE

    Chuck Royce, the Co-CIO and Portfolio Manager of Royce & Associates, is a well-known successful small-cap investor. In the past ten years, he managed to deliver a sweet annualized return of 12.6%, handily beating the S&P 500’s annualized return of only 7.2%. In the second quarter 2013, he initiated long positions in SunEdison (NYSE: SUNE) and Beacon Roofing Supply (NASDAQ: BECN). Should we follow Chuck Royce into more »

  • A Caveat for Investors: The Housing Market

    By Michael Ugulini - July 24, 2013 | Tickers: BECN, LOW, LL

    Again, another report is out that has deflated the balloons of those who think the U.S.economy is on some sort of robust upswing. There exists the weekly optimistic hullabaloo touting growth and the better numbers that are sure to come in a host of sectors. The reality is a "reality check" for those unwilling to face what's really going on in the economy.

    June's housing starts more »

  • Beacon Roofing Drifting Towards Growth

    By usman iftikhar - July 22, 2013 | Tickers: BECN, DHI, LEN

    The housing market in US is surely on the rise right now. Housing companies are reporting jam-packed backlogs and Americans are finally ready to invest in real estate. Naturally, house makers grow in such a situation and the stocks of many housing firms will see major uplifts. The companies providing new construction materials and those performing repairs and maintenance are also going to earn more. I thought that I should more »

  • The Swiss Army Knives of the Stock Market

    By Adem Tahiri - June 5, 2013 | Tickers: BECN, UNFI

    Everybody loves a good growth stock. Hyper growth stocks, always the darlings of the day, seem to have everything going for them. With great revenue growth, wonderful market trends, and legions of "fanboy" analysts, what's not to love?

    But sometimes great growth dreams can turn into nightmares over night. Big name growth stocks, like Apple, are subject to enormous scrutiny. When growth slows, even a little, they can crash more »

  • Intentional Investing: Tough Love on Housing Recovery (Part 6)

    By Penny Czarra - May 21, 2013 | Tickers: BECN, CSTE, WSO

    Are there any “housing recovery” stocks out there that are worthy of inclusion in a reasonable growth + reasonable risk + reasonable price portfolio?

    Here are 3 prospects I want to study. They straddle the wholesale/retail distribution segment of the building materials sub-industry. They have already enjoyed a fairly good run in share price, so “reasonable price” may be too much to hope for right now. In any case, “reasonable price more »

  • The Key Earnings For The Week

    By Lee Samaha - May 9, 2013 | Tickers: BECN, NICE, PCP, RAX, THS

    Earnings season is starting to wind down this week and most of the really big names have already reported. Nevertheless there are still plenty of interesting companies giving results this week and there is no excuse for not trying to unearth value when you see an opportunity.

    Tuesday

    There is a health care theme to today’s results as surgical knife company Accuray gave results. Medical distributor McKesson also reported more »

  • Is This Stock a Good Housing Play?

    By Lee Samaha - April 7, 2013 | Tickers: BECN, PPG, RPM, SHW, VAL

    By now every investor should know that the current strength in the US economy lies in things like autos and housing. This is not to say the economy is flourishing overall, but it doesn't need to for stocks in the housing sector to do well.The truth is that companies in these sectors have recovered from such a low base that they are seeing significant opportunities for earnings expansion more »

  • Housing Winners and Losers: the Market vs. the "Minutes"

    By Adem Tahiri - February 26, 2013 | Tickers: BECN, LEN, USG, WFC

    With potential policy changes revealed in the recent Fed “minutes,” along with some soft jobs numbers, housing stocks recently took a breather from their meteoric rise. In the wake of these developments, here’s what you need to know.

    What happened:

    The Fed backed off (ever so-slightly) from their recent QE policy, which is to keep buying bonds until unemployment drops below 6.5%. Recent poor jobs numbers put the more »

  • Intentional Investing : Can I Actually EARN Something From The Housing Recovery ?

    By Penny Czarra - February 25, 2013 | Tickers: AOS, AAON, ADT, AMWD, APOG, AWI, BECN, BLDR, CSTE, CLGX, EXP, ELLI, FBHS, GNRC, GFF, HW, HD, JHX, LII, LOW, LXU, LL, LEDR, MLM, MAS, MOVE, NCS, NTK, OC, PFIN, PATK, PGTI, PPG, NX, RPM, SHOS, SNA, SWK, TXI, VAL, TTS, USCR, USLM, URI, UFPI, USG, VRSK, VMC, WSO, Z

    I don't like "noise". I try to avoid it whenever / wherever I can.

    Yep , call me what you want, but I'm a "retail investor". I know this to be true because everyone (and I mean Everyone) is always trying to sell me something. This means high decibels and lots and lots of BOLD PRINT.

    "Renovation Nation". "Renters Nation". "Housing Recovery". "The ONE sure, market-beating stock for your Long-Term more »

  • The Hidden Upside Potential in This Stock

    By Lee Samaha - February 12, 2013 | Tickers: BECN, HD, LOW

    Beacon Roofing Supply (NASDAQ: BECN) gave results recently and served notice that its near term upside drivers from a housing market recovery are in place for 2013. Meanwhile, its long term objective of consolidating the roofing supply industry in the US continues apace. In summary, I like the company and the stock, but it doesn't look cheap. If you are aggressively seeking exposure to US housing then the stock more »

  • The Key Earnings For The Week (Feb. 4)

    By Lee Samaha - February 5, 2013 | Tickers: APKT, AGN, BECN, SNY, S

    Another big week for earnings and I will try and highlight some on the more interesting results to look at. These articles are quite popular so please let me know if there are any particular companies readers want covered with write ups in the week and I’ll try and get them done. There is no fixed theme or sector prevalent in this week’s earnings however I note there more »

  • Understanding the Numbers Behind This Stock's Prospects

    By Lee Samaha - November 30, 2012 | Tickers: BECN, HD, LOW, MAS, WHR

    It’s always interesting to chat with young investors, not least because it forces you to go through the discipline of crystallizing thoughts and expressing them in a concise manner. In a recent discourse, an economics student was telling me he had studied a mathematics course designed to help predict the operational performance of a company. Such things are interesting and good to integrate into investing, but I think they more »

  • What Investors Can Learn from Great Poker Players

    By Lee Samaha - November 18, 2012 | Tickers: BECN, FB, LEN, MSFT

    I’m a great believer in the idea that much of investing is actually about keeping the right mental approach. That’s partly why I write these articles. It’s always a good idea to crystallize some of your investments and rationale by writing them down. In this way, you can objectively analyze what you are doing. Another way to make sure you are on the right track is to more »

  • Hit a Home Run With This Stock

    By Lee Samaha - November 14, 2012 | Tickers: BECN, HD, SHW, WHR, WSM

    Home Depot (NYSE: HD) cheered a market seemingly worried over a Roadrunner like rush over the fiscal cliff. I think it was a timely set of results which served to remind the market that conditions in the US are –albeit slowly and unevenly- getting better. It’s not my intention to make any social comment, but rather try and contribute some information which might help investors make better decisions. In more »

  • 3 High Return Stocks to Play the Housing Rebound

    By Anh HOANG - November 9, 2012 | Tickers: BECN, PATK, SHW

    When Warren Buffett speaks, everybody listens. His words contain wisdom that we can use to apply to our investment decisions. He mentioned that GDP growth was slowing down, but we could see some positive signals from the residential real estate segment. He said: “We’re seeing a pickup, and it’s noticeable. It’s from a very low base and it doesn’t amount to a whole lot yet, but more »

  • In Sandy's Wake-Finding the Real Winners and Losers for a Volatile World

    By Adem Tahiri - November 5, 2012 | Tickers: BECN, EXPO, HD, MON, PGR | Editor's Choice

    If there’s one thing that hurricane Sandy seems to have brought back to the forefront of everyone’s mind, besides the horrific losses of life, it’s climate change and natural disasters. Never mind the record breaking heat, drought and wildfires of the past two summers, leave it to a hurricane to always remind us of climate change. Even NYC Mayor Michael Bloomberg, in the wake of Sandy’s more »

  • What Competitors Are Saying About Your Company's Prospects

    By Lee Samaha - October 10, 2012 | Tickers: ATI, AMAT, BECN, HD, TIF

    It’s common with many US focused investors to forget about the rest of the World in terms of company and industry updates. Quarterly reporting in the US means that most up to date ‘tells’ come from there but it would be a mistake to ignore what major bellwethers are saying in other markets. In this article I’m going to discuss three recent statements from the UK and how more »

  • An Under Researched and Under Valued Stock to Play a Housing Recovery

    By Lee Samaha - August 27, 2012 | Tickers: BECN, HD, LOW, MAS, WHR

    Sometimes serendipity is a pretty useful investment strategy, at least I hope so because I used it to buy a stock recently. I’ve been looking to add a stock or two to the portfolio with the idea that the US housing sector is due for a recovery. With that in mind I thought it would be interesting to take a look at Beacon Roofing Supply Inc (NASDAQ: BECN). I more »