Industrials

Building Materials and Construction Services

Building Materials and Construction Services is focused on identifying companies with exposure to the residential replacement and new construction markets, as well as infrastructure and other public works construction markets. We seek to identify companies that possess strong growth opportunities, leading market positions, unique value-added services and proprietary products. The areas of focus include:

  • Construction Materials
  • Installation & Distribution
  • Specialty Products
  • Construction Services
Analysts:
Trey Grooms: Bio
 Associates:
B.G. Dickey: Bio

Companies

Beacon Roofing Supply, Inc.Eagle Materials Inc.Granite Construction Inc.
Great Lakes Dredge & DockHeadwaters Inc.Kronos Worldwide, Inc.
Martin Marietta MaterialsOrion Marine Group, Inc.Quanex Building Products Corp.
Simpson ManufacturingTexas Industries, Inc.The Sherwin-Williams Co.
Trex Company, Inc.Universal Forest ProductsUSG Corp.
Vulcan Materials Company
Building Materials Field Trip March 6 - March 8 (02/07/2012)
Building Materials Valuation Table (01/30/2012)
Construction Services Valuation Table (01/30/2012)
Specialty Chemicals Valuation Table (01/30/2012)
Building Materials Valuation Table (01/24/2012)
Construction Services Valuation Table (01/24/2012)
Specialty Chemicals Valuation Table (01/24/2012)
Construction Services Valuation Table (01/03/2012)
Building Materials Valuation Table (01/03/2012)
Specialty Chemicals Valuation Table (01/03/2012)
MLM's Proposal to Acquire VMC Appears on the Rocks, at Best (12/23/2011)
Building Materials Valuation Table (12/19/2011)
Construction Services Valuation Table (12/19/2011)
Specialty Chemicals Valuation Table (12/19/2011)
Building Materials Valuation Table (12/12/2011)
Specialty Chemicals Valuation Table (12/12/2011)
Construction Services Valuation Table (12/12/2011)
Building Materials Valuation Table (12/05/2011)
Specialty Chemicals Valuation Table (12/05/2011)
Construction Services Valuation Table (12/05/2011)
Building Materials Valuation Table (11/21/2011)
Specialty Chemicals Valuation Table (11/21/2011)
Construction Services Valuation Table (11/21/2011)
Construction Services Valuation Table (11/07/2011)
Specialty Chemicals Valuation Table (11/07/2011)
Building Materials Valuation Table (11/07/2011)
Building Materials Valuation Table (10/24/2011)
Specialty Chemicals Valuation Table (10/24/2011)
Construction Services Valuation Table (10/24/2011)
Building Materials Valuation Table (10/17/2011)
Construction Services Valuation Table (10/17/2011)
Specialty Chemicals Valuation Table (10/17/2011)
Specialty Chemicals Valuation Table (10/10/2011)
Construction Services Valuation Table (10/10/2011)
Building Materials Valuation Table (10/10/2011)
Construction Services Valuation Table (10/03/2011)
Building Materials Valuation Table (10/03/2011)
Specialty Chemicals Valuation Table (10/03/2011)
Building Materials Valuation Table (09/06/2011)
Construction Services Valuation Table (09/06/2011)
Specialty Chemicals Valuation Table (09/06/2011)
Building Materials Valuation Table (08/29/2011)
Specialty Chemicals Valuation Table (08/29/2011)
Construction Services Valuation Table (08/29/2011)
Specialty Chemicals Valuation Table (08/22/2011)
Building Materials Valuation Table (08/22/2011)
Construction Services Valuation Table (08/22/2011)
Specialty Chemicals Valuation Table (08/15/2011)
Building Materials Valuation Table (08/15/2011)
Construction Services Valuation Table (08/15/2011)
Construction Services Valuation Table (07/25/2011)
Specialty Chemicals Valuation Table (07/25/2011)
Building Materials Valuation Table (07/25/2011)
Construction Services Valuation Table (07/11/2011)
Building Materials Valuation Table (07/11/2011)
Specialty Chemicals Valuation Table (07/11/2011)
Specialty Chemicals Valuation Table (06/28/2011)
Construction Services Valuation Table (06/28/2011)
Building Materials Valuation Table (06/28/2011)
Building Materials Valuation Table (06/20/2011)
Specialty Chemicals Valuation Table (06/20/2011)
Construction Services Valuation Table (06/20/2011)
Building Materials Valuation Table (06/14/2011)
Construction Services Valuation Table (06/14/2011)
Specialty Chemicals Valuation Table (06/14/2011)
Construction Services Valuation Table (06/07/2011)
Specialty Chemicals Valuation Table (06/06/2011)
Building Materials Valuation Table (06/06/2011)
Construction Services Valuation Table (05/31/2011)
Building Materials Valuation Table (05/31/2011)
Specialty Chemicals Valuation Table (05/31/2011)
Construction Services Valuation Table (05/23/2011)
Specialty Chemicals Valuation Table (05/23/2011)
Building Materials Valuation Table (05/23/2011)
Construction Services Valuation Table (05/17/2011)
Specialty Chemicals Valuation Table (05/17/2011)
Building Materials Valuation Table (05/17/2011)
Building Materials Field Trip June 8 - June 9 in TX, IL, and NC (05/13/2011)
Construction Services Valuation Table (04/25/2011)
Specialty Chemicals Valuation Table (04/25/2011)
Building Materials Valuation Table (04/18/2011)
Construction Services Valuation Table (04/18/2011)
Specialty Chemicals Valuation Table (04/18/2011)
Building Materials Valuation Table (04/11/2011)
Construction Services Valuation Table (04/11/2011)
Specialty Chemicals Valuation Table (04/11/2011)
Construction Services Valuation Table (04/04/2011)
Specialty Chemicals Valuation Table (04/04/2011)
Building Materials Valuation Table (04/04/2011)
Building Materials Valuation Table (03/28/2011)
Construction Services Valuation Table (03/28/2011)
Specialty Chemicals Valuation Table (03/28/2011)
Construction Services Valuation Table (03/21/2011)
Specialty Chemicals Valuation Table (03/21/2011)
Building Materials Valuation Table (03/21/2011)
Building Materials Valuation Table (03/14/2011)
Specialty Chemicals Valuation Table (03/14/2011)
Construction Services Valuation Table (03/14/2011)
Building Materials Valuation Table (03/08/2011)
Construction Services Valuation Table (03/08/2011)
Specialty Chemicals Valuation Table (03/08/2011)
Specialty Chemicals Valuation Table (02/28/2011)
Construction Services Valuation Table (02/28/2011)
Building Materials Valuation Table (02/28/2011)
Construction Services Valuation Table (02/07/2011)
Building Materials Valuation Table (02/07/2011)
Building Materials Valuation Table (01/18/2011)
Construction Services Valuation Table (01/18/2011)
Construction Services Valuation Table (01/03/2011)
Building Materials Valuation Table (01/03/2011)
Specialty Chemicals Valuation Table (01/03/2011)
Building Materials Valuation Table (12/27/2010)
Construction Services Valuation Table (12/27/2010)
Specialty Chemicals Valuation Table (12/27/2010)
Specialty Chemicals Valuation Table (12/20/2010)
Construction Services Valuation Table (12/20/2010)
Building Materials Valuation Table (12/20/2010)
Valuation Table (12/13/2010)
Valuation Table (12/13/2010)
Specialty Chemicals Valuation Table (12/13/2010)
Building Materials Valuation Table (11/29/2010)
Construction Services Valuation Table (11/29/2010)
Specialty Chemicals Valuation Table (11/29/2010)
Construction Services Valuation Table (11/22/2010)
Building Materials Valuation Table (11/22/2010)
Specialty Chemicals Valuation Table (11/22/2010)
Building Materials Valuation Table (11/08/2010)
Construction Services Valuation Table (11/08/2010)
Building Materials Valuation Table (11/01/2010)
Construction Services Valuation Table (11/01/2010)
Construction Services Valuation Table (10/11/2010)
Building Materials Valuation Table (10/11/2010)
Building Materials Valuation Table (10/04/2010)
Construction Services Valuation Table (10/04/2010)
Construction Services Valuation Table (09/27/2010)
Building Materials Valuation Table (09/27/2010)
Construction Services Valuation Table (09/20/2010)
Building Materials Valuation Table (09/20/2010)
Building Materials Valuation Table (09/13/2010)
Construction Services Valuation Table (09/13/2010)
Construction Services Valuation Table (09/07/2010)
Building Materials Valuation Table (09/07/2010)
Obama’s Infrastructure Talks: A Potential Catalyst for the Aggregates Space (09/07/2010)
Building Materials Valuation Table (08/30/2010)
Construction Services Valuation Table (08/30/2010)
Building Materials Valuation Table (08/16/2010)
Construction Services Valuation Table (08/16/2010)
Construction Services Valuation Table (08/09/2010)
Building Materials Valuation Table (08/09/2010)
Building Materials Valuation Table (07/26/2010)
Construction Services Valuation Table (07/26/2010)
Valuation Table (07/19/2010)
Valuation Table (07/19/2010)
Building Materials Field Trip (07/14/2010)
Building Materials Valuation Table (07/06/2010)
Construction Services Valuation Table (07/06/2010)
Building Materials Valuation Table (06/28/2010)
Construction Services Valuation Table (06/28/2010)
Building Materials Valuation Table (06/21/2010)
Construction Services Valuation Table (06/21/2010)
Building Materials Valuation Table (06/14/2010)
Construction Services Valuation Table (06/14/2010)
Construction Services Valuation Table (06/07/2010)
Building Materials Valuation Table (06/07/2010)
Building Materials Valuation Table (06/01/2010)
Construction Services Valuation Table (06/01/2010)
Building Materials Valuation Table (05/24/2010)
Construction Services Valuation Table (05/24/2010)
Construction Services Valuation Table (05/17/2010)
Building Materials Valuation Table (05/17/2010)
Building Materials Valuation Table (05/10/2010)
Construction Services Valuation Table (05/10/2010)
Building Materials Valuation Table (05/03/2010)
Construction Services Valuation Table (05/03/2010)
Building Materials Valuation Table (04/26/2010)
Construction Services Valuation Table (04/26/2010)
Building Materials Valuation Table (04/12/2010)
Construction Services Valuation Table (04/12/2010)
Building Materials Valuation Table (04/05/2010)
Construction Services Valuation Table (04/05/2010)
Building Materials Valuation Table (03/22/2010)
Construction Services Valuation Table (03/22/2010)
Construction Services Valuation Table (03/15/2010)
Building Materials Valuation Table (03/15/2010)
Construction Services Valuation Table (03/08/2010)
Building Materials Valuation Table (03/08/2010)
Building Materials Valuation Table (03/01/2010)
Construction Services Valuation Table (03/01/2010)
Construction Services Valuation Table (02/22/2010)
Building Materials Valuation Table (02/22/2010)
Building Materials Valuation Table (02/16/2010)
Construction Services Valuation Table (02/16/2010)
Building Materials Valuation Table (02/08/2010)
Construction Services Valuation Table (02/08/2010)
Building Materials Valuation Table (02/01/2010)
Construction Services Valuation Table (02/01/2010)
Building Materials Field Trip (01/29/2010)
Building Materials Valuation Table (01/25/2010)
Construction Services Valuation Table (01/25/2010)
Construction Services Valuation Table (01/19/2010)
Building Materials Valuation Table (01/19/2010)
Building Materials Valuation Table (01/11/2010)
Construction Services Valuation Table (01/11/2010)
Building Materials Valuation Table (01/04/2010)
Construction Services Valuation Table (01/04/2010)