Darren Sissons
CRH PLC
CRH-N
PARTIAL BUY
Apr 23, 2021
A conglomerate in the asphalt, concrete, windows, etc. In an environment where infrastructure projects will be going forward. It is the kind of company with shovel heavy projects. If there will be shovel heavy projects, it could benefit in the US. Interesting company worth looking at.
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.
A very cyclical company in construction materials. Lower interest rates should help the flagging housing industry. Benefits from infrastructure spending and have reported good numbers recently.