Topics covered: Trends In Commercial Roofing, Industry Boost From Extended Highway Bill, Improving Construction Rates Into 2012, Federal Stimulus and Housing Demand, Effect of 'Tax Credit Hangover', Consolidation Among Building Products Companies, Attractive Valuations and Long-Term Fundamentals
Companies covered: Walmart Inc. (NYSE:WMT), TransCanada Corporation (NYSE:TRP), AT&T Inc. (NYSE:T), Royal Bank Of Canada (NYSE:RY), Kinder Morgan Energy Partners, Brookfield Asset Management Inc (NYSE:BAM), Owens Corning Inc (NYSE:OC), Martin Marietta Materials, Inc. (NYSE:MLM), Cemex S.A.B. de C.V. (NYSE:CX), CRH PLC (NYSE:CRH), Beacon Roofing Supply, Inc. (NASDAQ:BECN), Astec Industries, Inc. (NASDAQ:ASTE), Apple Inc. (NASDAQ:AAPL), Apogee Enterprises, Inc. (NASDAQ:APOG), Watsco, Inc. (NYSE:WSO), Target Corporation (NYSE:TGT), Pool Corporation (NASDAQ:POOL), Lowe's Companies, Inc. (NYSE:LOW), Johnson Controls, Inc. (NYSE:JCI), Home Depot, Inc. (The) (NYSE:HD), Alphabet Inc (NASDAQ:GOOG), Fastenal Company (NASDAQ:FAST), Best Buy Co., Inc. (NYSE:BBY), Weyerhaeuser Company (NYSE:WY), Republic Services, Inc. (NYSE:RSG), MSC Industrial Direct Company, Inc. (NYSE:MSM), International Paper Company (NYSE:IP), W.W. Grainger, Inc. (NYSE:GWW), General Electric Company (NYSE:GE), Flowserve Corporation (NYSE:FLS), Caterpillar, Inc. (NYSE:CAT), zipRealty Inc., Standard Pacific Corp (NYSE:SPF), Meritage Homes Corp. (NYSE:MTH), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), D.R. Horton, Inc. (NYSE:DHI), CoStar Group, Inc. (NASDAQ:CSGP), PulteGroup, Inc. (NYSE:PHM), M.D.C. Holdings, Inc. (NYSE:MDC), Hovnanian Enterprises Inc (NYSE:HOV), Beazer Homes USA, Inc. (NYSE:BZH), DRI Corporation, Integrated Electrical Services, Inc. (NASDAQ:IESC), China Advanced Construction Materials Group, Inc. (NASDAQ:CADC), Yum! Brands, Inc. (NYSE:YUM)
