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.
David Allingham completed a Bachelor of Commerce Degree at the University Sydney in 2000. David joined Eley Griffiths Group as Dealer in October 2004. He has been fulfilling the role of Analyst/Portfolio Manager at Eley Griffiths Group since 2006.