Construction

Chemicals
Construction
Dividends
Fibonacci Retracement
Fundamental Analysis
Materials
Technical Analysis
Value Investing
Value Stocks

WLK looks like it is reversing its downward trend – should you buy?

In my search for value, I’ve found it useful to develop a watchlist of stocks that I can check on a regular basis. That means that I often recycle stocks that I’ve previously used to make useful investments in, but don’t currently have a position in. That’s useful, because the familiarity that comes with the […]

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Auto Industry
Concrete
Construction
Dividends
Equipment
Fibonacci Retracement
Fundamental Analysis
Industrial Machinery
Technical Analysis
Value Investing
Value Stocks
Waste Management

OSK is -16% below its all-time high; what does that mean for value?

Markets are naturally cyclical – they swing from high to low and back again on a consistent, if unpredictable basis over a range of time frames. The different time periods associated with any given cycle, or sometimes even the depth of a certain cycle’s direction, can shade the casual investor’s perception about a stock’s opportunity. […]

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Construction
Dividends
Fibonacci Retracement
Fundamental Analysis
Home Builders
Housing Market
Industrial Machinery
Industrial Sector
Industrials
Technical Analysis
Trucking
US Economy
Value Investing
Value Stocks

Does PCAR’s fundamental strength + underperforming stock price = value?

One of the most successful in the entire history of the U.S. stock market, and arguably the most famous of our era is Warren Buffett. His annual reports for Berkshire Hathaway have long been considered required reading for any serious fundamental or value-oriented investor because of the way he outlines his views of current conditions […]

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Construction
Dividends
Fibonacci Retracement
Forest Products
Fundamental Analysis
Home Builders
Housing Market
Lumber
Real Estate
REIT
Technical Analysis
Value Investing
Value Stocks
Wood Products

WY’s three-month downward trend is a good reason you should start watching this stock closely

Two surprising areas of strength in the economy for more than a year have come from the Homebuilders and Construction industries. Against the backdrop of economic pressures from the pandemic, it’s natural to think that economically sensitive industries like Homebuilders, Construction, and others would see decreases in demand. The shift of corporate America to work-from-home […]

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Construction
Dividends
Economy
Electric Power
Electric Vehicles
Fibonacci Retracement
Fundamental Analysis
Industrial Machinery
Technical Analysis
Trucking
Value Investing
Value Stocks

Where is PCAR’s value price?

As a value-focused investor, I’ve read a lot of books and studied the methods of a lot of well-known money managers who have found success using the same reliance on finding bargains in any market. One of the most successful in the entire history of the U.S. stock market, and arguably the most famous of […]

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Chemicals
Construction
Dividends
Fibonacci Retracement
Fundamental Analysis
Materials
Risk
Technical Analysis
US Economy
Value Investing
Value Stocks
Value Traps

HUN is down -20% since early May – does that mean the stock is a good bargain?

One of the sectors that I like to pay attention to as a barometer for the underlying relative health of the economy is the Materials sector, because the companies that comprise it produce or mine many of the raw materials that make up the building blocks used to create most of the finished goods we […]

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Construction
Dividends
Fibonacci Retracement
Forest Products
Fundamental Analysis
Home Builders
Housing Market
Lumber
Technical Analysis
Value Investing
Value Stocks
Wood Products

Is WY overextended, or is there still a useful value proposition?

One of the surprising areas of strength in the economy over the last year are the Homebuilders and Construction industries. Against the backdrop of economic pressures from the pandemic, it’s natural to think that the economically sensitive industries like Homebuilders, Construction, and others would see decreases in demand. The shift of corporate America to work-from-home […]

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Chemicals
Construction
Dividends
Economy
Fibonacci Retracement
Fundamental Analysis
Materials
Residential Environments
Technical Analysis
US Economy
Value Investing
Value Stocks
Value Traps

Do HUN’s fundamentals support its long-term upward trend?

Over the last year, one of the best sectors of the stock market’s rally back to, and even above pre-pandemic levels has been the Materials sector. From last year to a fresh high this week, the sector had increased in value by almost 70%, as measured by the S&P 500 Materials Sector SPDR (XLB). This […]

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Commercial Real Estate
Concrete Pumping
Construction
Discretionary
Dividends
Fibonacci Retracement
Fundamental Analysis
Home Builders
Technical Analysis
Value Investing
Value Stocks

Where is GGG’s value price?

One of the remarkable aspects of the COVID-19 pandemic is the fact that the economic downturn associated with immediate shutdowns and shelter-in-place restrictions didn’t have a stronger on real estate prices. More than a year later, we’re starting to talk about actual economic recovery on the heels of increasing vaccinations, and an employment trend that […]

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Construction
Dividends
Economy
Fibonacci Retracement
Fundamental Analysis
Industrial Machinery
Industrial Sector
Industrials
Technical Analysis
Value Investing
Value Stocks

How should value investors look at TEX?

The longer a bull market lasts, the more extended price valuations become. The longer that condition continues, the harder it becomes for value-oriented investors to justify long-term investments in most of the stocks, industries and sectors that everybody else is talking about. I think this is a pretty good description of current market conditions, as […]

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Auto Industry
Construction
Dividends
Electric Vehicles
Fibonacci Retracement
Fundamental Analysis
Industrial Machinery
Real Estate
Technical Analysis
Trucking
Value Investing
Value Stocks

PCAR is a wonderful company at the top of its long-term trend – is the stock a fair price?

As a value-focused investor, I’ve read a lot of books and studied the methods of a lot of well-known money managers who have found success using the same reliance on finding bargains in any market. One of the most successful in the entire history of the U.S. stock market, and arguably the most famous of […]

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Construction
Dividends
Federal Reserve
Fibonacci Retracement
Fundamental Analysis
Home Builders
Housing Market
Real Estate
Technical Analysis
US Economy
Value Investing
Value Stocks

Does OC’s fundamental strength equal good value?

One of the classic benchmarks of the economy’s health and strength is the housing market. Stocks of retail companies like Home Depot (HD) and Lowe’s (LOW) often serve as proxies of to guide the market’s perception of the housing market, but it also isn’t uncommon to see experts and analysts referring to homebuilders like D.R. […]

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Construction
Dividends
Fibonacci Retracement
Fundamental Analysis
Home Builders
Housing Market
REIT
Technical Analysis
Value Investing
Value Stocks
Wood Products

WY looks like a nice bargain in a strong industry

One of the surprising areas of strength in the economy in 2020 are the Homebuilders and Construction industries. With historically high unemployment numbers since the outset of the pandemic, it’s natural to think that the economically sensitive industries like Homebuilders, Construction, and others would see decreases in demand; but it has been interesting to see […]

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Construction
Dividends
Fibonacci Retracement
Fundamental Analysis
Home Builders
Industrials
Residential Environments
Surveillance
Technical Analysis
Value Investing
Value Stocks

GFF is an interesting small-cap stock to keep on a watchlist

Looking for value in extended bull markets often means gravitating to industries and sectors that have fallen out of favor with the broad market. In a COVID-19 world, it has seemed a bit ironic to see the market not only reclaim its losses from its early year plunge to bear market lows, but then to […]

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Construction
Consumer Discretionary
Dividends
Fibonacci Retracement
Fundamental Analysis
Home Builders
Housing Market
Technical Analysis
Valuations
Value Investing
Value Stocks

LEN has tripled in price since March – but it might not be done yet

Pandemic conditions have put a lot of pressure on sectors across the economy, but at the same time there have been pockets of the economy that have performed remarkably well. Most of the attention throughout the year has naturally been focused on sectors tied to the health crisis, or to the shift to work-from-home models.  […]

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