Louisiana-Pacific Corp

These small companies are all trading in 1- and 2-star range.

The basic materials sector is more overvalued than any other sector, trading well above fair value, on average.

Few basic materials stocks currently offer risk-adjusted return potential amid our negative outlook for commodity prices.

Our bearish view on the mining and metals sector means the basic materials coverage universe trades at a market-cap-weighted 30% premium to our fair value estimates.

Propped up by Chinese stimulus, mined commodity and miner share prices remain overvalued.

With China's credit growth slowing, we continue to expect mined commodity prices in general, and particularly iron ore, to fall materially and for share prices to follow.

After back-to-back hurricanes, there will be disruptions and opportunities in construction, but we don't expect changes to our fair value estimates.

China's appetite for commodities could lose some momentum in the fourth quarter.

Forecasting long-run housing demand.

Companies and industries we like in energy, utilities, consumer goods, and manufacturing.