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 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.
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.
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He's bullish materials in this macro climate, and CRH is the biggest of the bunch.