Hot Construction Companies To Own In Right Now

LONDON -- The shares of�Balfour Beatty� (LSE: BBY  ) rallied 3% to 223 pence this morning after the FTSE 250 mid-cap revealed its order book had grown 5% to 拢16 billion since the start of 2013.

Balfour Beatty, the global infrastructure and construction firm, shocked the market with a profit warning last month. The company confirmed there had been�"no change in performance"�since that update, which caused a 12% crash in Balfour's share price on April 29.

Balfour reported a 23% slump in first-quarter U.K. construction revenues, which the company blamed on fierce regional competition and a shortage of public-sector projects. Total revenue for global construction services declined 11%, with European rail operations also dragging on performance.

Commenting on its outlook for the year ahead, the company added:

As we progress through the year, our business is expected to benefit from the cost efficiency programs we have in place, a recovery in operational performance in U.K. construction and the ongoing implementation of strategic initiatives.

Top 10 Services Companies To Invest In Right Now: Fortune Brands Home & Security Inc (FBHS)

Fortune Brands Home & Security, Inc., incorporated on June 9, 1988, is engaged in home and security products with companies focused on the design, manufacture and sale of products in Kitchen & Bath Cabinetry, Plumbing & Accessories, advanced material windows & entry door Systems, and security and storage products. The Company operates through four business segments: Kitchen & Bath Cabinetry, Plumbing & Accessories, Advanced Material Windows & Door Systems, and Security & Storage. The Kitchen & Bath Cabinetry segment manufactures custom, semi-custom, and stock cabinetry for the kitchen, bath, and other areas of the home. Plumbing & Accessories segment manufactures and assembles faucets, accessories, and kitchen sinks. The Advanced Material Windows & Door Systems segment manufactures and sells fiberglass and steel entry door systems. The Security & Storage segment provides locks, safety, and security devices and electronic security products. In June 2013, Fortune Brands Home & Security Inc completed the acquisition of WoodCrafters Home Products.

Kitchen & Bath Cabinetry

The Company�� Kitchen & Bath Cabinetry segment�� products includes brand names, such as Aristokraft, Omega, Kitchen Craft, Schrock, Diamond, HomeCrest, Decora, Kemper, Thomasville and Martha Stewart Living. Principally all of this segment�� sales are in North America. The Company sells directly to kitchen and bath dealers, home centers, wholesalers and builders. During the year ended December 31, 2012, sales to The Home Depot and Lowe's consisted of approximately 32% of net sales of the Kitchen & Bath Cabinetry segment.

The Company competes with Masco and American Woodmark.

Plumbing & Accessories

The Plumbing & Accessories segment manufactures accessories and kitchen sinks in North America, China and India, predominantly under the Moen brand. The sells its Plumbing & Accessories products principally in the United States and Canada. It also sells them in China, India, ! Mexico, South America and Southeast Asia. It sells directly through its own sales force and indirectly through independent manufacturers��representatives, primarily to wholesalers, home centers, mass merchandisers and industrial distributors. During 2012, sales to The Home Depot and Lowe's consisted of approximately 29% of net sales of the Plumbing & Accessories segment.

The Company competes with Delta, Kohler, Pfister and American Standard.

Advanced Material Windows & Door Systems

The Company�� Advanced Material Windows & Door Systems segment manufactures fiberglass and steel entry door systems, vinyl-framed window and patio doors, and urethane millwork product lines. Therma-Tru products include fiberglass and steel residential entry door and patio door systems, primarily for sale in the United States and Canada. Simonton brand of vinyl-framed windows and patio doors are mainly manufactured and sold in the United States. The segment�� principal customers are home centers, millwork building products and wholesale distributors, and specialty dealers that provide products to the residential new construction market, as well as to the remodeling and renovation markets. During 2012, sales to The Home Depot and Lowe�� comprised approximately 17% of net sales of the Advanced Material Windows & Door Systems segment.

The Company competes with Masonite, JELD-WEN and Plastpro, Silverline, Atrium and Milgard.

Security & Storage

The Company�� Security & Storage segment consists of locks, safety and security devices, and electronic security products manufactured, sourced and distributed by Master Lock and tool storage and garage organization products manufactured by Waterloo. The segment sells products principally in the United States Canada, Europe, Australia and Central America. Master Lock manufactures and sells key-controlled and combination padlocks, bicycle and cable locks, built-in locker locks, door hardware, automotive, t! railer an! d towing locks, and other specialty safety and security devices. Master Lock sells products for consumer use to hardware and other retail outlets, wholesale distributors and home centers, industrial and institutional users, original equipment manufacturers and retail outlets. During 2012, Security & Storage sales to international markets comprised approximately 20% of sales.

Waterloo manufactures tool storage and garage organization products, steel toolboxes, tool chests, workbenches and related products. Waterloo primarily sells to Sears retail stores. In addition, Waterloo sells under the Waterloo and private-label brand names to specialty industrial and automotive dealers, mass merchandisers, home centers and hardware stores.

The Company competes with Asian importers, Homak, Stanley Black & Decker, Snap-On, Kennedy, Stack-On and others in the metal storage segment and with Stanley Black & Decker, Keter, Newell Rubbermaid

Advisors' Opinion:

• [By Travis Hoium]

  What: Shares of Fortune Brands Home & Security (NYSE: FBHS  ) jumped as much as 11% in early trading after the company released earnings.

• [By Marc Bastow]

  Home security products distributor Fortune Brands Home and Security (FBHS) raised its quarterly dividend 20% to 12 cents per share, payable on March 19 to shareholders of record as of Feb. 28.
  FBHS Dividend Yield: 1.13%

• [By John Udovich]

  After the bedroom, the kitchen is probably the place where we spend the most time awake in our homes with small cap kitchen stocks Caesarstone Sdot-Yam Ltd (NASDAQ: CSTE) and American Woodmark Corporation (NASDAQ: AMWD) along with diversified midcap Fortune Brands Home & Security Inc (NYSE: FBHS) all putting in a good performance. After all, any sort of housing recovery with more new homes being sold will�help kitchen stocks and so will increased sales of older or foreclosed homes that need to have their kitchens remodeled. But which is the better kitchen stock for investors? Here is�closer look at all three:

Hot Construction Companies To Own In Right Now: Bouygues SA (EN)

Bouygues SA is a France-based group that operates in two sectors: Telecommunications and Media, and Construction. The Construction division comprises three core subsidiaries: Bouygues Construction, specializing in building and public works activities, notably in the areas of electrical engineering, and facility maintenance; Bouygues Immobilier, a property development company, whose activities include the development of residential, corporate and commercial properties, and the execution of urban development schemes, and Colas, engaged in the construction and maintenance of transport, urban development and leisure infrastructure. The Telecommunications and Media division of the Group comprises two companies: TF1, specializing in audiovisual and cinema production, the acquisition and sale of audiovisual rights, and the publishing and distribution of compact discs, among others, and Bouygues Telecom, which offers mobile telephone and broadband Internet services. Advisors' Opinion:

• [By Corinne Gretler]

  Bouygues (EN) rallied 10 percent to 25.33 euros, the biggest gain since February. The French building, telecommunications and television company�� operating profit increased to 432 million euros from 394 million euros a year earlier. Analysts had forecast 358 million euros, according to the average of three estimates.

• [By Sofia Horta e Costa]

  Bouygues SA (EN), the French building, telecommunications and television company, surged 7.2 percent to 26.96 euros, the highest close since November 2011. Credit Suisse Group AG upgraded the shares to neutral, similar to a hold recommendation, from underperform.

Hot Construction Companies To Own In Right Now: Forge Group Ltd (FRGXF)

Forge Group Limited is engaged in construction, commercial building, engineering, maintenance and workshop fabrication. Forge is the holding company of Cimeco Pty Ltd, Webb Construction West Africa Ltd, Abesque Engineering Ltd (Abesque) and CTEC Pty Ltd, which provide a range of engineering and construction services to a diverse range of clients particularly to the resource and oil and gas sectors through its operating entities. Cimeco provides construction services across a range of disciplines, including, commercial building, civil, concrete, structural, mechanical, piping, tanks and electrical. Webb specializes in structural, mechanical and pipe installation, tank fabrication and erection. Abesque specializes in the provision of engineering design, project management services to the resources sector, including base metals, gold and iron ore. In January 2014, Forge Group Limited announced that BlackRock Inc. and subsidiaries had ceased to be the substantial holder of the Company. Advisors' Opinion:

• [By MARKETWATCH]

  LOS ANGELES (MarketWatch) -- Australia stocks started solidly lower Tuesday, weighed by large losses on Wall Street, with the S&P/ASX 200 (AU:XJO) retreating 0.8% to 5,248.90. Globally sensitive stocks were among the leading decliners after a 1.3% pullback for the S&P 500 (SPX) in the U.S., with financial major Macquarie Group Ltd. (AU:MQG) (MCQEF) falling 2.2%, News Corp. (AU:NWS) (NWS) -- the parent of MarketWatch, publisher of this report -- off 1.4%, and construction-material firm James Hardie Industries SE (AU:JHX) (JHIUF) 1.2% lower. Miners came under pressure, with BHP Billiton Ltd. (AU:BHP) (BHP) down 0.9% and Oz Minerals Ltd. (AU:OZL) (OZMLF) dropping 1%, while Forge Group Ltd. (AU:FGE) (FRGXF) tumbled 12.8% after issuing a profit warning. On the upside, mild gains overnight for Comex gold futures helped the fortunes of some gold extractors, helping Newcrest Mining Ltd. (AU:NCM) (NCMGF) and Evolution Mining Ltd. (AU:EVN) (CAHPF)

Hot Construction Companies To Own In Right Now: Ply Gem Holdings Inc (PGEM)

Ply Gem Holdings, Inc. (Ply Gem Holdings), incorporated on January 23, 2004, is a manufacturer of residential exterior building products in North America. The Company operates in two segments: Siding, Fencing, and Stone and Windows and Doors. These two segments produce a product line of vinyl siding, designer accents, cellular polyvinyl chloride (PVC) trim, vinyl fencing, vinyl and composite railing, stone veneer and vinyl windows and doors used in both new construction and home repair and remodeling in the United States and Western Canada. It also manufactures vinyl and aluminum soffit and siding accessories, aluminum trim coil, wood windows, aluminum windows, vinyl and aluminum-clad windows and steel and fiberglass doors, enabling it to bundle complementary and color-matched products and accessories with its core products. The Company�� subsidiaries includes including Ply Gem Industries, MWM Holding, AWC Holding Company, MHE, and Pacific Windows. On July 30, 2012, Ply Gem acquired substantially all of the assets of Greendeck Products, LLC.

Siding, Fencing, and Stone Segment

In the Siding, Fencing, and Stone segment, its principal products include vinyl siding and skirting, vinyl and aluminum soffit, aluminum trim coil, J-channels, wide crown molding, window and door trim, F-channels, H-molds, fascia, undersill trims, outside/inside corner posts, rain removal systems, injection molded designer accents, such as shakes, shingles, scallops, shutters, vents and mounts, vinyl fence, vinyl and composite railing, and stone veneer. It sells its siding and accessories under its Variform, Napco, Mastic Home Exteriors, and Cellwood brand names and under the Georgia-Pacific brand name through a private label program. It also sells its Providence line of vinyl siding and accessories to Lowe�� under its Durabuilt private label brand name. Its vinyl and vinyl-composite fencing and railing products are sold under its Kroy and Kroy Express brand names. Ply Gem Holdings stone veneer produ! cts are sold under its United Stone Veneer brand name.

The Company sells the siding and accessories to specialty distributors (one-step distribution) and to wholesale distributors (two-step distribution). Its specialty distributors sell directly to remodeling contractors and builders. Its wholesale distributors sell to retail home centers and lumberyards who, in turn, sell to remodeling contractors, builders and consumers. In the specialty channel, it has developed a network of approximately 800 independent distributors, serving over 22,000 contractors and builders nationwide.

Windows and Doors Segment

In the Windows and Doors segment, its principal products include vinyl, aluminum, wood and clad-wood windows and patio doors, and steel, wood, and fiberglass entry doors that serve both the new home construction and the repair and remodeling sectors in the United States and Western Canada. Its products in its Windows and Doors segment are sold under the Ply Gem Windows, Great Lakes Mastic by Ply Gem, and Ply Gem Canada brands.

The Company competes with Alsco, Gentek, U.S. Fence, Homeland, Westech, Bufftech, Royal, Azek., Eldorado Stone, Coronado Stone, Jeld-Wen, Simonton, Pella and Andersen, MI Home Products, Atrium, Weathershield, Milgard, Jeld-Wen, Gienow, All Weather and Loewen.

Advisors' Opinion:

• [By Matt Jarzemsky]

  Installed Building Products��debut follows mixed performance from shares of some newly public building-products companies. Through Tuesday, siding manufacturer Ply Gem Holdings Inc.(PGEM)�� shares were down 39% from the offer price in its $381 May debut. Wood-products maker Boise Cascade Co.(BCC) was up 46% from its $284 million February IPO.

• [By Traders Reserve]

  There hasn�� been a January effect rally in shares of Ply Gem (PGEM). In fact, it has been quite the opposite. Shares are down a whopping 25% during the month. For a stock I rated as on of the Top 10 Sizzling Stocks, such a move is painful, but not disastrous. Sizzling Stocks are meant to be held for the duration of the year and we have 11 months to go. Small-cap stocks like Ply Gem can move sharply one direction or the other.

• [By Lisa Levin]

  Ply Gem Holdings (NYSE: PGEM) shares reached a new 52-week low of $11.48 after the company reported wider-than-expected Q4 loss and issued a weak Q1 revenue forecast.