Opinions
Darren Sissons
CRH PLC
CRH-N
WATCH
May 04, 2015
$28.190
Stock price when the opinion was issued
contractors
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TOP PICK
Ready-mix concrete, cement, and aggregate (the crown jewel). UK company that's re-listing in the US as its primary listing. Undiscovered gem in US market. High quality. Taps into aging infrastructure of USA. Needed for activity around data centres and energy generation. Creates more demand for an already-tight supply market.
The environment will give it more scale, more pricing power. Well managed. Index inclusion ahead. Yield is 1.30%.
contractors
Thinks this will do quite well in time. Growth by acquisition story. He has trouble with the debt on the books. A very good company, but it will be cyclical. You have to buy at the right time in the cycle. Put it on your watch list.