67 WALL STREET, New York - April 16, 2014 - The Wall Street Transcript has just published its Building Materials, Residential Construction and Housing Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Construction Equipment Replacement Trends - Growth in Equipment Leasing Adoption Rates - Infrastructure Build in Emerging Markets - Energy Infrastructure Companies - Infrastructure Spending - Production Rates in Capital Goods - Opportunities in Domestic Shale Infrastructure - Increased Rental Demand
Companies include: AO Smith Corp. (AOS), USG Corp. (USG), Vulcan Materials Company (VMC), Martin Marietta Materials Inc. (MLM), Texas Industries Inc. (TXI), Eagle Materials Inc. (EXP) and many others.
In the following excerpt from the Building Materials, Residential Construction and Housing Report, an expert analyst discusses the outlook for the sector for investors:
...Another one that I'd just throw in this group is Eagle Materials (EXP). They are primarily historically a wallboard and cement company so they're a little bit of a combination that you don't always see together a lot. They have a lot of opportunity and they are also greenfielded or in the process of greenfielding a frac sand mine in Illinois. Frac sand, as you probably know, is not a construction material; it's used in energy-production fracking.
They are waiting on a final permit that we think they probably ought to get a ruling on by the end of this month. If they are able to do what they think they can do with this frac sand business, that business could end up being as big as even the original focus. So that's a company that I think is a very good company and incredibly well-run company that has some obviously very good opportunities ahead of it in the market recovery in the construction materials business, that's all got itself set up to benefit from the energy boom if they're able to do what they think they can...
For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.