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Steve Hach
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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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  • ValuEngine Rankings For Top Construction Tickers 2 comments
    Jan 25, 2013 3:13 PM | about stocks: HOV, SHW, USG, KBR, CRH, URI, WY, VAL, PHM, PATK, ACM, URS, TPC, NCS, HW, TXI, CGFAF

    MARKET OVERVIEW

    Index

    Week Open

    Thurs Close

    Change

    % Change

    YTD

    DJIA

    13649.7

    13825.33

    175.63

    1.29%

    5.73%

    NASDAQ

    3135.63

    3130.38

    -5.25

    -0.17%

    4.12%

    RUSSELL 2000

    892.73

    900.19

    7.46

    0.84%

    6.23%

    S&P 500

    1485.98

    1494.82

    8.84

    0.59%

    5.08%

     

     

    Summary of VE Stock Universe

     

     

    Stocks Undervalued

    40.51%

    Stocks Overvalued

    59.49%

    Stocks Undervalued by 20%

    15.10%

    Stocks Overvalued by 20%

    22.48%

    SECTOR OVERVIEW

    Sector

    Change

    MTD

    YTD

    Valuation

    Last 12-MReturn

    P/E Ratio

    Aerospace

    0.33%

    4.41%

    4.41%

    6.60% overvalued

    10.89%

    14.66

    Auto-Tires-Trucks

    0.67%

    5.49%

    5.49%

    5.11% overvalued

    4.48%

    15.23

    Basic Materials

    -0.65%

    4.21%

    4.21%

    5.84% overvalued

    -18.25%

    31.78

    Business Services

    0.24%

    6.12%

    6.12%

    9.04% overvalued

    9.15%

    30.69

    Computer and Technology

    0.01%

    6.78%

    6.78%

    13.73% overvalued

    4.07%

    39.69

    Construction

    0.98%

    7.56%

    7.56%

    23.05% overvalued

    29.06%

    43.58

    Consumer Discretionary

    0.64%

    6.71%

    6.71%

    7.33% overvalued

    9.58%

    27.5

    Consumer Staples

    0.11%

    4.11%

    4.11%

    26.05% overvalued

    11.65%

    23.67

    Finance

    -0.01%

    5.61%

    5.61%

    14.55% overvalued

    17.23%

    22.48

    Industrial Products

    0.12%

    5.75%

    5.75%

    18.94% overvalued

    4.91%

    24.75

    Medical

    0.26%

    6.68%

    6.68%

    13.69% overvalued

    12.43%

    31.55

    Multi-Sector Conglomerates

    1.05%

    3.50%

    3.50%

    7.55% overvalued

    13.75%

    14.87

    Oils-Energy

    -0.08%

    7.08%

    7.08%

    5.41% overvalued

    -9.58%

    41.11

    Retail-Wholesale

    0.75%

    6.16%

    6.16%

    14.69% overvalued

    18.58%

    36.75

    Transportation

    1.00%

    9.73%

    9.73%

    22.14% overvalued

    8.99%

    25.71

    Utilities

    -0.13%

    4.44%

    4.44%

    5.73% overvalued

    8.46%

    17.75

    Sector Talk-Construction

    Below, we present the latest data on leading Construction Sector 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(%)

    HOV

    HOVNANIAN ENTRP

    6.27

    25.52

    163.45

    SHW

    SHERWIN WILLIAM

    165.79

    16.29

    75.94

    USG

    USG CORP

    29.35

    3.57

    120.51

    KBR

    KBR INC

    30.81

    -7.72

    -2.59

    CRH

    CRH PLC-ADR

    21.04

    N/A

    8.62

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

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    SHW

    SHERWIN WILLIAM

    165.79

    16.29

    75.94

    URI

    UTD RENTALS INC

    49.16

    20.42

    44.72

    WY

    WEYERHAEUSER CO

    31.5

    27.48

    62.29

    VAL

    VALSPAR CORP

    67.7

    23.4

    63.76

    PHM

    PULTE GROUP ONC

    20.98

    35.37

    170.36

    Top-Five Construction Sector Stocks--Composite Score

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    PATK

    PATRICK INDS

    15.62

    -14

    131.41

    KBR

    KBR INC

    30.81

    -7.72

    -2.59

    ACM

    AECOM TECH CORP

    25.49

    -4.54

    12.99

    URS

    URS CORP

    41.36

    -5.19

    4.89

    URI

    UTD RENTALS INC

    49.16

    20.42

    44.72

    Top-Five Construction Sector Stocks--Most Overvalued

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    TPC

    TUTOR PERINI CP

    15.59

    300

    -1.08

    NCS

    NCI BLDG SYSTEM

    14.71

    300

    30.18

    HW

    HEADWATERS INC

    10.16

    82.43

    314.69

    TXI

    TEXAS INDS

    58.67

    75.97

    87.09

    GFA

    GAFISA SA-ADR

    4.92

    67.46

    3.36

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

    Themes: construction Stocks: HOV, SHW, USG, KBR, CRH, URI, WY, VAL, PHM, PATK, ACM, URS, TPC, NCS, HW, TXI, CGFAF
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Comments (2)
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  • Hi!
    Could you please explain your short and long term forecast returns tables? Perhaps using sherman williams as an example?
    Thanks!!
    30 Jan 2013, 06:56 PM Reply Like
  • Author’s reply » short term forecasts are for the one month time frame. long term are for 12 months. Our forecast model is described here: http://bit.ly/Z7ec8a
    1 Mar 2013, 03:06 PM Reply Like
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