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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 Rated by ValuEngine 0 comments
    Jan 20, 2012 3:04 PM | about stocks: ORN, LPX, TXI, MHO, USG, MDC, JEC, RYN, CBI, URS, WY, NCS, URI, AYI, EXP

     

     

    MARKET OVERVIEW

     

     

    Index

    started week

    Thursday Close

    3 day change

    3 day change %

    ytd

    DJIA

    12423.12

    12624

    200.88

    1.62%

    3.33%

    NASDAQ

    2736.34

    2788.33

    51.99

    1.90%

    7.03%

    RUSSELL 2000

    769.05

    782.37

    13.32

    1.73%

    5.59%

    S&P 500

    1290.22

    1314.5

    24.28

    1.88%

    4.52%

     

     

    Summary of VE Stock Universe

    Stocks Undervalued

    68.36%

    Stocks Overvalued

    31.64%

    Stocks Undervalued by 20%

    31.86%

    Stocks Overvalued by 20%

    8.69%


     

    SECTOR OVERVIEW

     

    Sector

    Change

    MTD

    YTD

    Valuation

    Last 12-MReturn

    P/E Ratio

    Aerospace

    1.28%

    2.38%

    2.38%

    9.53% undervalued

    -12.76%

    16.47

    Auto-Tires-Trucks

    0.23%

    8.42%

    8.42%

    12.93% undervalued

    28.53%

    14.8

    Basic Materials

    0.23%

    5.51%

    5.51%

    11.32% undervalued

    -21.80%

    22.9

    Business Services

    0.37%

    3.97%

    3.97%

    10.41% undervalued

    4.36%

    29.98

    Computer and Technology

    0.86%

    6.67%

    6.67%

    10.47% undervalued

    -4.75%

    44.57

    Construction

    1.47%

    10.51%

    10.51%

    9.32% undervalued

    -15.04%

    40.26

    Consumer Discretionary

    0.68%

    3.54%

    3.54%

    11.84% undervalued

    -4.19%

    28.39

    Consumer Staples

    0.20%

    3.76%

    3.76%

    8.66% undervalued

    -1.25%

    18.24

    Finance

    0.64%

    3.55%

    3.55%

    9.18% undervalued

    -5.32%

    20.48

    Industrial Products

    0.76%

    7.00%

    7.00%

    8.29% undervalued

    -5.67%

    24.51

    Medical

    0.80%

    4.08%

    4.08%

    15.88% undervalued

    13.69%

    35.22

    Multi-Sector Conglomerates

    0.58%

    5.28%

    5.28%

    7.26% undervalued

    4.27%

    14.82

    Oils-Energy

    -0.28%

    3.15%

    3.15%

    12.38% undervalued

    -15.15%

    38.43

    Retail-Wholesale

    0.89%

    3.64%

    3.64%

    2.16% undervalued

    5.27%

    23.61

    Transportation

    0.99%

    5.40%

    5.40%

    6.74% undervalued

    -15.16%

    20.73

    Utilities

    -0.38%

    -0.88%

    -0.88%

    5.06% undervalued

    -0.43%

    28.47

    Sector Talk—Construction

    Below, we present the latest data on leading Construction Sector Stocks from our Institutional software package (Pending: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(%)

    ORN

    ORION MARINE GP

    6.48

    175.15

    -45.86

    LPX

    LOUISIANA PAC

    9.48

    -14.19

    -2.17

    TXI

    TEXAS INDS

    32.39

    -10.12

    -17.12

    MHO

    M/I HOMES INC

    11.45

    -37.35

    -24.37

    USG

    USG CORP

    14.24

    -9.74

    -11.5


     

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

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    USG

    USG CORP

    14.24

    -9.74

    -11.5

    LPX

    LOUISIANA PAC

    9.48

    -14.19

    -2.17

    TXI

    TEXAS INDS

    32.39

    -10.12

    -17.12

    MHO

    M/I HOMES INC

    11.45

    -37.35

    -24.37

    MDC

    MDC HLDGS

    21.27

    -42.95

    -28.02


     

    Top-Five Construction Stocks--Composite Score

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    JEC

    JACOBS ENGIN GR

    45.16

    -25.11

    -9.84

    RYN

    RAYONIER INC

    47.5

    -2.87

    30.85

    CBI

    CHICAGO BRIDGE

    43.67

    -6.27

    26.87

    URS

    URS CORP

    40.38

    -14.29

    -3.81

    WY

    WEYERHAEUSER CO

    21.01

    -18.4

    1.64

     

    Top-Five Construction Stocks--Most Overvalued

    Ticker

    Name

    Mkt Price

    Valuation(%)

    Last 12-M Retn(%)

    ORN

    ORION MARINE GP

    6.48

    175.15

    -45.86

    NCS

    NCI BLDG SYSTEM

    11.47

    99.56

    -6.44

    URI

    UTD RENTALS INC

    34.69

    41.93

    36.31

    AYI

    ACUITY BRANDS

    57.75

    27.06

    5.23

    EXP

    EAGLE MATERIALS

    30.18

    26.89

    8.8

    Themes: construction Stocks: ORN, LPX, TXI, MHO, USG, MDC, JEC, RYN, CBI, URS, WY, NCS, URI, AYI, EXP
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