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2023-04-23 04:34:11 ET Summary This is going to be an update on a major position of mine, HeidelbergCement. The company has outperformed over the past 12 months. I've been a "BUY" on the company for some time, but today it touched €70/share for the native. That means that m...
2023-04-18 22:30:00 ET Summary Miller Value Partners is a value investor. It values businesses, and not just stocks, and invests in them for the long term. The Miller Income Strategy‘s representative account returned -3.51% net of fees versus 3.72% for the ICE Bank of Ameri...
2023-03-09 15:19:01 ET Summary CRH is underfollowed, overlooked, and undervalued. Large infrastructure spending programs in the USA and Europe set the business up for a decade of solid earnings. The company has decided to migrate its primary listing from the UK to the USA. ...
Summary We provide a comps analysis between Holcim Ltd and HeidelbergCement AG. Holcim's multiple arbitrage opportunity is providing a clear upside. In Q4, Heidelberg delivered a solid set of numbers. The dividend was confirmed, and so we did our valuation. Last week, Heid...
Summary The Irish building materials provider CRH plc saw a 9% rise in price after it released its 2022 results today. It continues to grow its sales and EBITDA, and its EPS has exceeded analysts' expectations, too. With a relatively reasonable P/E, CRH plc continues to look like a good...
Summary Heidelberg Materials is one of the world's largest producers of building materials, including cement, aggregates, and concrete. Pricing power enabled the company to offset rising energy prices. Price hikes might stay while energy prices fall back to levels of the past. E...
Summary Holcim, together with Vicat and other concrete/aggregate plays in Europe, are the main alternatives to the giant that is HeidelbergCement, now known as Heidelberg Materials. The company has a better (by that meaning more modern, less emerging-market focused) asset base but also ...
Summary I wrote an article about which sectors I intend to focus on for this year, with a number of example picks for each sector. In this article, it's the opposite. I will show you what sectors I will try to avoid, given volatility or negative potential for these sectors. However,...
Summary I've beefed up my position in HeidelbergCement whenever the stock has been under €50/share for the native. My current cost basis is around €44/share. My position is now at its target. I have covered HeidelbergCement for you before, but I'm going to make a clarifica...
Summary Positive trajectory in price over cost. However, still in negative territory. The company is continuing to accelerate its price increases. Still at a discount compared to peers. Our buy rating is confirmed. For further details see:...