12.04.06: Building Materials Report
A roundtable forum, an analyst and top management from 6 firms examine Building Materials in this 32 page report from The Wall Street Transcript.

  1. Roundtable forum: Keith Hughes, SunTrust Robinson Humphrey Capital Markets; John F. Kasprzak Jr., BB&T Capital Markets

  2. Building Products Companies: James C. Lucas, Janney Montgomery Scott LLC

  3. CEO Interviews (average 2,500 words): Top management from 6 sector firms examine the outlook for their firm and sector. Firms interviewed include: Moro Corporation, American Stone Industries, Inc., BlueLinx Holdings Inc., Interline Brands, Inc., Premier Tech Ltd., and Thermodynetics, Inc.

    Topics covered: Housing market - Major building material - Petrochemical intermediate products - Political influence - Road paving equipment - Raw material relief in petrochemicals - Flooring manufacturer - HVAC industry - Consumer exposure - Capital spending-related cycle - Consumer-led stocks - Near-term growth prospect - Double-digit earnings growth - Non-residential construction 

    Companies covered: CEMEX (CX), Rinker (RIN), ElkCorp (ELK), Building Materials Holding Corporation (BMHC), Builders FirstSource (BLDR), Vulcan Materials (VMC), Eagle Materials (EXP), Martin Marietta Materials (MLM), BlueLinx (BXC), Florida Rock (FRK), Astec Industries (ASTE), Mohawk (MHK), Interface (IFSIA), Watsco (WSO), American Standard (ASD), Stanley Works (SWK), Pentair (PNR), Snap-on (SNA), Toro (TTC), Home Depot (HD), Lowe's (LOW), Wal-Mart (WMT), Black & Decker (BDK), Masco (MAS), GE (GE), Danaher (DHR), ITT (ITT), Roper (ROP), Siemens (SI), IDEX (IEX) and AMETEK (AME).
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