Opinions
Jim Lebenthal
CRH PLC
CRH-N
BUY
Nov 11, 2024
$102.280
Stock price when the opinion was issued
contractors
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
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PARTIAL BUY
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
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.