With the great rotation underway, value investors are once again enjoying their time in the sun. So for this week’s Buy Hold Sell, we have Vince Pezzullo from Perpetual Equity Investment Company joining industry heavyweight John Murray from Perennial Value Management. Tune in as these two dyed-in-the-wool value investors take us back to basics and discuss six ASX100 ‘value’ stocks from the materials sector. As Host Matthew Kidman tells us: “Boxes, Bricks, and Steel, we're giving you enough materials to build a house - and possibly a stock portfolio”. The companies discussed include Boral, Amcor, Bluescope and James Hardie. We also ask our two guests to share a stock they think looks attractive today. Vince picks ‘one of the last resource stocks that hasn’t run yet’, and John calls out a top ten stock set to start increasing its dividend. Access the video and an edited transcript below.