Lately, I've been thinking about adding some construction stocks to my portfolio. So far, I've been most interested in $NVR1.1% and $0M6I.L4.0%. Both are very high quality companies, but the stock is currently quite expensive.
What construction stocks do you have in your portfolio?
Heijmans N.V.
0M6I.LMarket Cap
1.4B
P/E
15.43
Div. Yield
2.79%
EV
1.4B
P/S
0.54
Payout
26.40%
NVR, Inc.
NVRMarket Cap
21B
P/E
13.52
Div. Yield
0.00%
EV
20B
P/S
2.00
Payout
0.00%
These companies are really doing well and the performance is great. If $0M6I.L4.0% would get below $23, I would start buying.
$0M6I.L4.0% has me quite intrigued. The company pays a nice dividend and that stock growth is solid too. Only the price is really high right now as you write.
The closest I have to this sector is $HD0.5% otherwise it's not really represented in my portfolio either. And yet it's a paradox when it's a super sector.