Building Suppliers

July 14, 2009

Surprising, some building supply stocks have held up well in spite of the downturn in residential and commercial construction.

Short Interest Trend in Capital Goods Sector

That might be due to a delayed impact, with several large suppliers showing heavy new shorting, including Regal-Beloit (RBC, manufactures HVAC equipment and auto transmissions, among other products), USG Corp (USG, makes building materials such as drywall) and Universal Forest Products (UFPI, lumber). Both RBC and USG are heavily levered.

RBC USG
Shorting Activity WarningTM RBC-SAW RBC-SAW
Debt Levels RBC Debt Chart USG Debt Levels
Liquidity RBC Liquidity Chart USG Liquidity
Free Cash Flow Distress Score RBC Free Cash Flow Distress Chart USG Free Cash Flow
Revenue Growth RBC Revenue Growth Chart USG Revenue Growth

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