Topics covered: Strong End Markets for Building Products, New versus Resale Homes, Infrastructure Build in Emerging Markets
Companies covered: Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), Hitachi Ltd., WESCO International, Inc. (NYSE:WCC), Terex Corporation (NYSE:TEX), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), MSC Industrial Direct Company, Inc. (NYSE:MSM), W.W. Grainger, Inc. (NYSE:GWW), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Donaldson Company, Inc. (NYSE:DCI), Clean Harbors, Inc. (NYSE:CLH), Anixter International Inc. (NYSE:AXE), Cintas Corporation (NASDAQ:CTAS), Willbros Group, Inc. (NYSE:WG), Verizon Communications Inc. (NYSE:VZ), URS Corp., AT&T Inc. (NYSE:T), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), MasTec, Inc. (NYSE:MTZ), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), AECOM (NYSE:ACM), Broadcom Corporation (NASDAQ:BRCM), Vmware, Inc. (NYSE:VMW), QLogic Corporation (NASDAQ:QLGC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), Astec Industries, Inc. (NASDAQ:ASTE), Vulcan Materials Company (NYSE:VMC), United Rentals, Inc. (NYSE:URI), Texas Industries Inc., Manitowoc Company, Inc. (The) (NYSE:MTW), Martin Marietta Materials, Inc. (NYSE:MLM), Joy Global, Inc., Caterpillar, Inc. (NYSE:CAT), Bucyrus International Inc., Standard Pacific Corp (NYSE:SPF), PulteGroup, Inc. (NYSE:PHM), Meritage Homes Corp. (NYSE:MTH), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), Federal-Mogul Holdings Corporation (NASDAQ:FDML), Beazer Homes USA, Inc. (NYSE:BZH), General Steel Holdings, Inc. (NYSE:GSI), India Globalization Capital Inc. (AMEX:IGC), Toll Brothers Inc. (NYSE:TOL), Armstrong World Industries Inc (NYSE:AWI)
