Construction & Materials

//Construction & Materials

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

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

Trump’s Infrastructure Plan: Stocks Are Going to Fly

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

Smith-Midland (SMID) Quietly Gains on Infrastructure Spending

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

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

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

Bluelinx – BXC – Information Arbitrage Takes Center Stage

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

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

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.