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Steve Hach is the Senior Editor at ValuEngine.com, a Newtown, Pennsylvania-based stock valuation and forecast service. ValuEngine utilizes Ivy League financial research as the basis for its coverage of more than 7000 US, Japanese, and Canadian, and other foreign stocks. Hach utilizes... More
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  • Construction Stocks Ranked And Rated By ValuEngine.com 0 comments
    Sep 28, 2012 10:32 AM | about stocks: DY, URS, SHW, JEC, RYN, WY, CBI, URI, ICA, KBR, TPC, GFA, LEN, PHM, OGEN

    MARKET OVERVIEW

    Index

    Week Open

    Thurs. Close

    Change

    % Change

    YTD

    DJIA

    13577.85

    13486

    -91.85

    -0.68%

    10.38%

    NASDAQ

    3155.35

    3136.6

    -18.75

    -0.59%

    20.40%

    RUSSELL 2000

    851.59

    843.54

    -8.05

    -0.95%

    13.85%

    S&P 500

    1459.76

    1447.15

    -12.61

    -0.86%

    15.07%

     

     

    Summary of VE Stock Universe

     

     

    Stocks Undervalued

    50.70%

    Stocks Overvalued

    49.30%

    Stocks Undervalued by 20%

    20.85%

    Stocks Overvalued by 20%

    17.90%

    SECTOR OVERVIEW

    Sector

    Change

    MTD

    YTD

    Valuation

    Last 12-MReturn

    P/E Ratio

    Aerospace

    1.55%

    3.92%

    7.89%

    0.44% undervalued

    5.98%

    18.2

    Auto-Tires-Trucks

    0.16%

    -0.56%

    3.36%

    7.36% undervalued

    6.38%

    16.01

    Basic Materials

    1.53%

    6.87%

    7.17%

    7.30% overvalued

    -13.23%

    26.67

    Business Services

    0.40%

    4.24%

    10.40%

    6.67% overvalued

    16.93%

    28.99

    Computer and Technology

    1.21%

    3.55%

    11.03%

    9.55% overvalued

    6.84%

    42.79

    Construction

    1.01%

    6.84%

    97.42%

    9.52% overvalued

    34.13%

    45.99

    Consumer Discretionary

    0.92%

    4.50%

    17.12%

    8.05% overvalued

    12.27%

    34.09

    Consumer Staples

    1.18%

    3.60%

    17.70%

    14.52% overvalued

    10.65%

    20.92

    Finance

    0.75%

    5.78%

    28.78%

    13.41% overvalued

    19.28%

    18.88

    Industrial Products

    0.88%

    2.88%

    8.16%

    4.40% overvalued

    7.44%

    19.33

    Medical

    0.90%

    5.18%

    24.08%

    14.89% overvalued

    11.37%

    44.75

    Multi-Sector Conglomerates

    1.21%

    5.76%

    15.58%

    0.63% undervalued

    17.81%

    14.24

    Oils-Energy

    1.34%

    3.43%

    -4.71%

    3.63% overvalued

    -3.06%

    33.5

    Retail-Wholesale

    0.84%

    4.51%

    17.78%

    12.93% overvalued

    21.60%

    21.44

    Transportation

    0.69%

    2.59%

    9.02%

    0.32% undervalued

    2.68%

    31.98

    Utilities

    0.60%

    3.39%

    4.14%

    17.85% overvalued

    7.11%

    19.49

    Sector Talk-Construction

    Below, we present the latest data on leading Aerospace/Defense stocks from our Institutional software package (VEI). These results were filtered by market price and volume--no results below 3$/share or less than 100k shares/day volume.

    Top-Five Construction Sector Stocks--Short-Term Forecast Returns

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    DY

    DYCOM INDS

    14.55

    -42.58

    -11.06

    URS

    URS CORP

    35.4

    -21.02

    16.49

    SHW

    SHERWIN WILLIAM

    148.73

    27.54

    98.02

    JEC

    JACOBS ENGIN GR

    40.86

    -26.09

    17.28

    RYN

    RAYONIER INC

    48.9

    4.21

    33.13

    Top-Five Construction Sector Stocks--Long-Term Forecast Returns

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    SHW

    SHERWIN WILLIAM

    148.73

    27.54

    98.02

    WOSYY

    WOLSELEY -ADR

    4.3

    N/A

    87.77

    WY

    WEYERHAEUSER CO

    26.69

    11.24

    66.4

    CBI

    CHICAGO BRIDGE

    38.15

    -21.22

    24.39

    URI

    UTD RENTALS INC

    33.33

    16.43

    86.51

    Top-Five Construction Sector Stocks--Composite Score

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    ICA

    EMPRESAS ICA

    7.79

    -67.82

    58.01

    CBI

    CHICAGO BRIDGE

    38.15

    -21.22

    24.39

    URS

    URS CORP

    35.4

    -21.02

    16.49

    JEC

    JACOBS ENGIN GR

    40.86

    -26.09

    17.28

    KBR

    KBR INC

    30.1

    -14.94

    16.89

    Top-Five Construction Sector Stocks--Most Overvalued

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    TPC

    TUTOR PERINI CP

    11.54

    300

    -6.26

    GFA

    GAFISA SA-ADR

    4.39

    149.98

    -33.59

    LEN

    LENNAR CORP -A

    35.26

    64.92

    159.07

    PHM

    PULTE GROUP ONC

    15.64

    57.09

    275.96

    ORN

    ORION MARINE GP

    7.5

    49.07

    19.81

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Themes: construction, housing Stocks: DY, URS, SHW, JEC, RYN, WY, CBI, URI, ICA, KBR, TPC, GFA, LEN, PHM, OGEN
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