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Trade Tracker: Kevin Simspon buys Eagle Materials, TopBuild Corp and sells Caterpillar and RTX
Youtube· 2026-01-23 18:15
You're leaning in to that, Mr. . Simpson. You have a new buy.It is Eagle Materials, EXP. Let's show the chart. >> So, this is a building manufacturing company, Scott.So, from a material standpoint, we've had Home Depot for a long time. That's more, I think, residential. This is something where we're thinking about branching out into multif family commercial does have some residential for sure but also when you think of the data centers talking about concrete there's so much in the way of the supply business ...