Topics covered: Stock Rally in Homebuilding and Home Improvement, North American Electrical Transmission, Improving Domestic Building Metrics, Construction Equipment Replacement Trends
Companies covered: Tellabs Inc., AT&T Inc. (NYSE:T), Sierra Wireless, Inc. (NASDAQ:SWIR), CenturyLink, Inc. (NYSE:CTL), Boston Scientific Corporation (NYSE:BSX), Alcatel Lucent (NYSE:ALU), Terex Corporation (NYSE:TEX), Manitowoc Company, Inc. (The) (NYSE:MTW), Martin Marietta Materials, Inc. (NYSE:MLM), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL), Newmont Corporation (NYSE:NEM), Kinross Gold Corporation (NYSE:KGC), Freeport-McMoran, Inc. (NYSE:FCX), Cliffs Natural Resources Inc. (NYSE:CLF), Coeur Mining, Inc. (NYSE:CDE), Barrick Gold Corporation (NYSE:GOLD), Stantec Inc (NYSE:STN), Ritchie Bros. Auctioneers Incorporated (NYSE:RBA), Beacon Roofing Supply, Inc. (NASDAQ:BECN), USG Corporation (NYSE:USG), Toll Brothers Inc. (NYSE:TOL), PulteGroup, Inc. (NYSE:PHM), Owens Corning Inc (NYSE:OC), Mohawk Industries, Inc. (NYSE:MHK), Masco Corporation (NYSE:MAS), Lowe's Companies, Inc. (NYSE:LOW), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), Home Depot, Inc. (The) (NYSE:HD), D.R. Horton, Inc. (NYSE:DHI), Armstrong World Industries Inc (NYSE:AWI), Ethan Allen Interiors Inc. (NYSE:ETH)
