Within the historically volatile and cyclical construction industry, two companies stand out for their consistent growth and returns to shareholders. Shares of both of these companies have fallen into bear market performance in 2018 amidst the broad market sell off and investor concerns about a the US economy falling into recession in 2019 or 2020. While the risks of an economic downturn have increased amidst rising interest rates and turmoil in Washington, we see the current valuation levels of EMCOR (EME $59) and Comfort Systems (FIX $43) as a great opportunity for investors.