Masonite International Corp (DOOR-N)

(A Top Pick Jun. 21'17, Down 7%) It is going to benefit from the growing need for housing and renovation around the world. We are still not satisfying population growth in the US. 8-9 times earnings. There is lots of opportunity as the housing market develops. The housing cycle is not coming to an end.

Makes exterior and interior residential and commercial doors. They are in 65 countries around the world. If you are a believer in the increasing home ownership globally, and in the US in particular, and household formations improving and increasing, this company should do well. Their margins are improving, which is always a good thing. (Analysts’ price target is $85.)

(A Top Pick Nov 9/15. Down 7.21%.) A beneficiary of a recovering US housing market. One of the 2 leading companies in selling doors. Generally, the business has been performing well and continuing to grow. He still thinks the trend over the next few years is higher, and that this company will benefit.

(Top Pick Apr. 13/15, Down 1.36%) It sold off when people were worried about a US recession. This is a way to play a recovery in the US housing market. Now they are in a bit of a duopoly position. He still likes it.

The share price pulled back a bit. The industry consolidated to a duopoly. They control a significant portion of the residential door market. They have put through steady price increases.

Leading global designer and manufacturer of interior & exterior doors. Was previously listed in Canada and then was bought out by a US private equity firm which put too much debt on it. It went bankrupt, but has now come back as a public company in the US. Very exposed to the North American housing market. With the US housing downturn, they have made 11 acquisitions, cut costs and become much more efficient. Good pricing power.