Construction & Materials

//Construction & Materials

BlueLinx Holdings Case Study – How We Nailed Attractive Entry Point In Shares of This Building Supply Company

By |2019-01-25T14:39:10-04:00March 12th, 2018|Case Study, Construction & Materials, Education, Insights, premium, Sector News, Value Walk|

Bluelinx Holdings Inc. (NYSE:BXC) is a leading distributor of [...]

Trump’s Infrastructure Plan: Stocks Are Going to Fly

By |2019-04-30T13:40:39-04:00January 26th, 2017|Construction & Materials, Featured, GeoTeam Research, In Depth Research, Industrial Goods, Mining, Sector News, Spotlight Research|

A joint article  by The Kansas City Star and McClatchy [...]

Smith-Midland (SMID) Quietly Gains on Infrastructure Spending

By |2017-01-05T09:58:47-04:00November 27th, 2016|Construction & Materials, GeoTeam Research, In Depth Research, Industrial Goods, Insights, Maj Soueidan, Sector News, Spotlight Research|

By Maj Soueidan, GeoInvesting Co-founder At times, it can be [...]

Border Security & Trump’s Wall: How Will You Get Investment Exposure?

By |2019-03-07T11:28:48-04:00November 21st, 2016|Construction & Materials, GeoTeam Research, In Depth Research, Insights, News Letter, premium, Sector News, Spotlight Research, Support Services, Technology|

As investors scramble to find border security and infrastructure stocks [...]

Bluelinx – BXC – Information Arbitrage Takes Center Stage

By |2019-01-25T14:35:09-04:00September 9th, 2016|Construction & Materials, GeoTeam Research, Industrial Goods, Maj Soueidan, Sector News, Spotlight Research|

By Maj Soueidan, Co-founder GeoInvesting The bullish focus of this [...]

Smith-Midland – SMID – Site Visit On The Ground Due Diligence

By |2017-07-27T13:38:37-04:00March 16th, 2016|Construction & Materials, GeoTeam Research, Interviews, Maj Soueidan, Sector News, Spotlight Research|

My first site visit of the year was to Smith-Midland Corp. (OOTC:SMID). While interviewing management teams behind stocks on my buy list is one of the most valuable aspects of my research process, I also know that just as powerful can be the ability to see first-hand, through site visits, exactly how the company operates.  The SMID on-the-ground due diligence was my continuation of information gathering; from phone to facility. The SMID site visit arose from our focus on stocks, such as NV5 Global (NVEE), that are benefiting from the U.S spending billions of dollars to rebuild/improve the infrastructure of roads, buildings, bridges and power generation grids.