Price Point
Research analyst, growth, large-cap, long-term horizon

Global Brass And Copper To Benefit From U.S. Housing Recovery

Investment Thesis

Global Brass and Copper Holdings, Inc. (NYSE:BRSS), a strong name in the specialty metals segment, is highly leverage to the U.S. building and housing market and offers further upside from its automotive and industrial end market exposures. The company due to its balance book approach also has little metal price risk. The company's attractive end-market exposures, its leading positions in each of its operation segments, and its metal pass-through and hedging polices offer a great value for investors. Proposed transition to dollar coin, new lead-free water piping regulations, anti-microbial copper products, and renewable energy sector provide additional growth opportunities for the company. As a new public company BRSS is trading at a discount to its peers;...

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