Can the building materials sector continue to outperform

David Allingham

Eley Griffiths Group

Can the building materials sector continue to outperform? Investors always underestimate the fixed cost leverage in these businesses when the cycle turns. The market is forecasting a recovery in volumes but pricing upside could see consensus numbers upgraded into FY15. FBU and CSR are the standouts.

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David Allingham
Portfolio Manager
Eley Griffiths Group

David Allingham is a Portfolio Manager at Eley Griffiths Group and has over 16 years’ experience analysing small and emerging companies at Eley Griffiths Group. Prior to joining EGG in 2004, David worked in marketing at EMI Music Australia. David...

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