Dallas Salazar
IPOs, contrarian, long/short equity, long-term horizon

Continental Building Products: A Multi-Year Bull Run Story

It's not often that I get to write a continuing coverage article down 5.3% after owning a stock for 80 days and still feel like I'm allowed to pound the table that the investment is still a great position to have on a big board. As a matter of fact only once prior in 2014 have I felt so bullish about a stock after being down every day since initiating coverage and executing a buy - the other case was Paycom (NYSE:PAYC) and that turned out OK for me so far. There are rare occasions where being early doesn't mean being wrong and I happen to think that I own one of those occasions with Continental Building Products,

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details