Home Financial Analysts: July Pricing & Economic Monitor a " Ip, Pca, SKG, Domtar [VRP]
 

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Financial Analysts: July Pricing & Economic Monitor a " Ip, Pca, SKG, Domtar [VRP]

2015-07-07 00:11:06| Furniture - Topix.net

Prefer Repair & Remodel Exposure in Building Products - Following strong existing home sales data paired against less robust housing start numbers, going into the second quarter earnings we prefer building products companies with exposure to repair and remodeling activity. Specifically, we expect strong results out of Owens Corning which we recently upgraded after 2 of its major competitors recently announced 3rd quarter price increases in roofing.

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