|Last Price$1,490.04||Day Change (%)0.27%|
|Open Price$1,484.64||Day Change ($)3.99|
|Day Range1,471.02–1,500.00||52-Week Range1,050.95–1,500.00|
As of Fri 7/31/2015 5:43:00 PM | USD
Weyerhaeuser, NVR , U.S. Bank, and Fifth Third are all well positioned for a housing-market upturn.
Despite generally rich valuations across the industrials space, some pockets of value still exist.
Past raw land purchases and joint venture agreements were opportunistic, not indicative of a shift to a more capital-intensive land procurement strategy.
We're keeping our fair value estimate for NVR unchanged.
Bargains are currently scarce in the sector, but industrials continue solid execution and segment portfolio refinement.
Yes, the sector is on the upswing, but the market has already priced in a rebound.
Industrial activity remains slow and steady, giving companies a chance to navigate the environment.
Most industrials are fairly valued at present, with a pocket of value in automakers.
Although the housing market has several factors still working against it, these undervalued names are poised to benefit from supportive demographics.