Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn
as the industry has shed 13.5% over the past six months. This drop was worse than the S&P 500’s 7.5% loss.
I wrapped up the trading week with twenty-eight bearish positions. Here are second half of the positions, zoomed in to the most salient portions of the chart:
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Trex (NYSE:TREX) and its peers.
Cedar Lake, IN - Homeowners in Cedar Lake looking for expert roofing and exterior remodeling services rely on Eenigenburg Exteriors for superior craftsmanship, durable materials, and long-lasting solutions. With years of experience in the industry, the company has built a reputation for providing professional and reliable services that enhance both the durability and aesthetics of residential properties.
Zephyrhills, Florida - Roofs For Life, Inc., a family-owned roofing company with a long-standing reputation for excellence, offers expert roofing services to property owners in Zephyrhills, Florida. With a strong focus on durability, craftsmanship, and customer satisfaction, the company delivers comprehensive solutions for both residential and commercial properties. Their services include Roofs For Life, Inc. roofing replacement Zephyrhills, new installations, and repairs, ensuring that homes and businesses receive reliable protection against the elements.
Marietta, GA - Rhino Roofing & Restoration Georgia remains a leading name in the roofing industry across Marietta, GA, offering consistent, professional services backed by over 15 years of industry experience. Specializing in residential and commercial roofing, the roofing contractor has built its reputation on quality craftsmanship, customer satisfaction, and a dependable service model that puts property owners at ease. One of the core services offered by Rhino Roofing & Restoration Georgia is roof repair. Whether a roof has suffered from general wear and tear or been damaged by a storm, the company’s expert technicians can quickly assess the situation and perform necessary repairs to restore the roof’s integrity. They use the latest diagnostic tools and advanced techniques to provide high-quality, durable repairs. For homeowners or business owners dealing with an aging or irreparable roof, the company provides full roof replacement services that ensure a durable, reliable, and aesthetically pleasing solution. Their experienced team carefully evaluates the property's needs and selects the best materials to offer long-lasting protection and improve the building's overall appearance. Every replacement project is completed with the highest attention to detail, ensuring clients receive a roof that meets their expectations and stands the test of time. In addition to roof repair and replacements, Rhino Roofing & Restoration Georgia offers new installation services for both residential and commercial properties. As a GAF Certified Roofing Company and Owens Corning Certified, the company uses only the best products made in the USA, ensuring durability and superior performance. Their team works closely with clients to design and install roofs that meet their specific needs, providing long-lasting protection and enhancing the overall value of their properties.
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how electronic components stocks fared in Q4, starting with Advanced Energy (NASDAQ:AEIS).
Minnetonka, MN - Modern Exterior Systems, a trusted name in home exterior services, continues to serve Minnetonka and the surrounding areas with professional roofing services. From roof repairs to full replacements, the company provides high-quality solutions for residential and commercial properties. With over 24 years of experience, Modern Exterior Systems is a reliable roofing contractor that ensures the safety and structural integrity of homes and businesses across the region. Modern Exterior Systems understands the importance of a durable, well-maintained roof, particularly in the unpredictable weather conditions of Minnesota. Whether it’s a minor repair or a complete roof replacement, the company's licensed and insured roofing experts have the experience and knowledge to handle every project. Their reputation for reliability, attention to detail, and customer satisfaction has earned them an A+ rating from the Better Business Bureau. The team begins each project with a complimentary inspection to assess the condition of the roof and provide a detailed report. This thorough evaluation allows the experts at Modern Exterior Systems to identify potential issues and recommend the most effective solutions. By offering free inspections, the roofing contractor Minnetonka ensures homeowners and businesses have the information they need to make informed decisions about their roofing needs.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Masco (NYSE:MAS) and the rest of the home construction materials stocks fared in Q4.
A number of stocks fell in the afternoon session after stocks gave back some of the gains from the previous day as the White House clarified the tariffs on imports from China would add up to 145%, while the baseline 10% tariffs remained in place for most countries. This reminded markets that the global trade environment remained volatile, limiting the potential for sustained gains.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the home construction materials industry, including Hayward (NYSE:HAYW) and its peers.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn
as the industry has shed 16.4% over the past six months. This performance was worse than the S&P 500’s 8.6% decline.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how home construction materials stocks fared in Q4, starting with Simpson (NYSE:SSD).
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Griffon (NYSE:GFF) and the rest of the home construction materials stocks fared in Q4.
Clarksville, Indiana - Jeff Home Improvements Inc., a trusted name in the roofing industry, is proud to provide comprehensive roof replacement services in Clarksville, Indiana. With a steadfast commitment to quality and customer satisfaction, the company offers a wide array of roofing solutions designed to meet the diverse needs of both residential and commercial clients.
Madison, WI - XL Contracting offers professional roofing services designed to enhance the safety and longevity of residential and commercial properties. The roof installation contractor Madison specializes in thorough roof inspections, effective repairs, and full-scale replacements. With a team of experienced roofing professionals, XL Contracting ensures every project meets industry standards, delivering durable and aesthetically pleasing roofing solutions.
Boston, Massachusetts – With over five decades of industry leadership, O’LYN Roofing continues to set the benchmark for high-quality roofing services in Boston. Specializing in roof installation, repair, replacement, and maintenance, the roofing contractor tailors its solutions to meet the unique needs of residential and commercial properties across the region.
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence.
With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at American Woodmark (NASDAQ:AMWD) and the best and worst performers in the home construction materials industry.
Ukraine is recognized as a country with significant mineral wealth, including a variety of rare earth elements (REEs) and other critical minerals. These resources have drawn global attention, particularly amid the ongoing war with Russia, rising geopolitical tensions, and the push for secure supply chains outside of China, which dominates
