NORFOLK, Virginia--(BUSINESS WIRE)--Titan America SA (NYSE: TTAM) ("Titan America†or the "Company†), a leading fully-integrated producer and supplier of building materials, services and solutions in the construction industry operating along the U.S. East Coast, today announced that it has entered into an agreement to acquire Keystone Cement Company, a Pennsylvania-based cement manufacturer and aggregates producer ("Keystone†), from the Fortaleza, Uniland and Tritadura groups. This transaction. ...

It has taken a lot of time, but CEMEX, S.A.B. de C.V. ( CX ) management has meaningfully improved this business. Margins have improved over the past decade, lower-quality businesses have been jettisoned, the debt is nowAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...

Company Overview - Owens Corning is a leading global manufacturer in the building materials industry, focusing on insulation, roofing, and fiberglass composites, with a diversified segment structure that provides resilience and competitive differentiation in construction and infrastructure markets [2][5]. Recent Performance - As of January 5, 2026, Owens Corning shares were priced at $113.66, reflecting a decline of 32.13% over the prior year, and underperforming the S&P 500 by 48.69 percentage points during the same period [3]. - The company's stock has slumped approximately 31% over the last 12 months, attributed to a lukewarm construction market and a lack of significant severe weather [6]. Institutional Activity - Paradiem, a financial advisory firm, sold 58,221 shares of Owens Corning during the fourth quarter, resulting in a decline of $9,295,192 in the value of its Owens Corning position, which now represents 0.96% of its 13F assets [4]. Investment Considerations - Owens Corning's shares are currently trading at a price-to-sales (P/S) ratio of 0.92, near the stock's five-year low of 0.77 and below its five-year average of 1.24, suggesting potential value for investors [7].

Core Viewpoint - Amrize has agreed to acquire PB Materials Holdings, enhancing its aggregates business and expanding its operations in the high-growth West Texas region [1][2]. Company Overview - Amrize is a leading partner for professional builders in North America, with over 1,000 sites and a revenue of $11.7 billion in 2024 [5]. - PB Materials, formed from three established companies, has a strong regional presence in West Texas and Southeastern New Mexico, focusing on aggregates and ready-mix concrete [6]. Acquisition Details - The acquisition is part of Amrize's growth strategy, adding over 50 years of aggregates reserves and 26 operational sites to its network [2]. - The deal is expected to be EPS and cash accretive by 2026, with PB Materials generating over $180 million in revenues [3]. - The acquisition is anticipated to close in the first half of 2026, subject to customary closing conditions [4]. Strategic Importance - This acquisition will allow Amrize to better serve long-term demand driven by infrastructure, energy projects, and commercial investments in the region [2]. - The leadership of both companies expressed enthusiasm about the merger, highlighting a shared commitment to quality and community service [4].

Group 1 - RPM International Inc. is recognized as one of the 13 Best January Dividend Stocks to Invest in [1] - UBS has lowered its price target for RPM to $119 from $127 while maintaining a Neutral rating [2] - Mizuho has also reduced its target to $128 from $138 but keeps an Outperform rating, citing pressure from rising exports from China on basic chemical markets [3] Group 2 - RPM's board approved a quarterly cash dividend of $0.54 per share, to be paid on January 30, 2026 [4] - The recent dividend follows a 6% increase in October 2025, marking the 52nd consecutive year of dividend growth, with approximately $3.8 billion returned to shareholders over this period [5] - RPM operates subsidiaries focused on coatings, sealants, building materials, and related services, organized into Construction Products Group, Performance Coatings Group, and Consumer segments [6]

Core Viewpoint - Northann Corp. is set to expand into a major North American retail channel in 2026, leveraging its institutional maturity and innovative surface solutions [1][3]. Company Overview - Northann Corp. was founded in 2022 and is headquartered in Fort Lawn, South Carolina, specializing in additive manufacturing and 3D printing technologies for the building materials industry [3]. - The company offers innovative flooring, decking, and other construction products under its flagship brand, Benchwick, and holds over 60 granted or pending patents [3]. Strategic Developments - The company has received strong support from stockholders during the Annual General Meeting held on December 31, 2025, indicating confidence in its strategic direction [4]. - Northann's core product lines are set to enter one of the largest retail conglomerates in North America in 2026, marking a significant market expansion [4]. - The company aims to integrate capital market strategies with entrepreneurial innovation to enhance its market presence [4].

Group 1 - Owens Corning (NYSE:OC) has been added to David Tepper's Q3 portfolio with an acquisition of 161,500 shares valued at $22.8 million, indicating strong interest from institutional investors [1] - The average price target for Owens Corning suggests a potential upside of 17%, while the highest target indicates a possible upside of 57% [1] - Analyst Sam Reid from Wells Fargo has maintained an Overweight rating on Owens Corning but has reduced the price target from $150 to $130, citing skepticism in the housing market for 2025 and challenges for 2026 [2] Group 2 - Owens Corning reported a 15% increase in its quarterly cash dividend, now at $0.79 per common share, to be distributed on January 21, 2026 [3] - The company has promoted José Méndez-Andino to Executive Vice President and Chief Innovation Officer, focusing on product innovation and new applications in the high-quality building products market [4] - Owens Corning operates through four main segments: Roofing, Insulation, Doors, and Composites, and has been in business since 1938 [5]

Group 1 - Owens Corning is identified as a diversified and inexpensive building materials company, with a strong focus on ESG, innovation, and organic growth, which has positively impacted its share performance in recent years [1] - The company is currently facing challenges due to the overhang from the Masonite deal and a slowdown in growth [1] Group 2 - The investment group "Value In Corporate Events" provides coverage of major corporate events such as earnings reports, M&A, and IPOs, aiming to identify the best investment opportunities [1]

Company Overview - Louisiana-Pacific Corporation is a leading manufacturer of engineered wood products, serving new home construction, repair, and remodeling markets [6] - The company generates revenue primarily through the production and sale of value-added wood-based building materials to various markets, including construction and outdoor structures [8] Financial Performance - For the trailing twelve months (TTM), Louisiana-Pacific reported revenue of $2.82 billion and a net income of $216 million [4] - The company's dividend yield stands at 1.4% [4] - In the third quarter, siding revenue increased by 5% year over year to $443 million, driven by pricing, while oriented strand board (OSB) revenue fell sharply due to declining commodity prices [10] - Adjusted EBITDA dropped to $82 million from $153 million a year earlier, but management reaffirmed full-year siding EBITDA guidance of approximately $430 million with margins near 26% [10] Recent Developments - Elwood Capital Partners initiated a new position in Louisiana-Pacific Corporation by acquiring 40,000 shares valued at approximately $3.55 million, bringing the fund's total reportable U.S. equity positions to 19 [2][3] - This new position represents 2.17% of the fund's 13F assets under management (AUM) as of September 30 [3] - As of the latest report, LPX shares were priced at $82.55, down 21% over the past year, underperforming the S&P 500, which is up about 15% in the same period [3] Market Position and Strategy - The balance sheet remains strong with $1.1 billion in liquidity and positive operating cash flow of $89 million in the quarter, despite $84 million in capital spending [11] - The company is shifting towards value-added products, which may provide a more stable earnings base compared to the volatility in OSB prices [11]

Core Insights - Carlisle Companies Incorporated (CSL) has underperformed in operational performance, primarily due to ongoing weaknesses in residential and commercial construction markets, high debt levels, and rising operating costs [1][9] Segmental Performance - The Carlisle Weatherproofing Technologies (CWT) segment is negatively impacted by lower volumes from a slowdown in residential and commercial construction markets and project delays [4] - The Carlisle Construction Materials (CCM) segment is also experiencing a decline due to reduced new construction activities and disruptions in the distribution channel [4] Cost Pressures - The company is facing increased raw material and labor costs, which are driving up direct expenses as well as selling, administrative, and R&D expenses [5] - In the first nine months of 2025, the cost of sales rose by 3.4% year over year, while selling and administrative expenses increased by 3.8% [5] Debt Concerns - CSL's long-term debt reached $2.88 billion at the end of Q3 2025, marking a 52.4% increase sequentially [6] - The company completed a $1 billion offering of senior unsecured notes, which is expected to elevate its debt levels and financial obligations, potentially impacting profitability [6] Currency Risks - The company's international operations expose it to risks from adverse currency fluctuations, particularly with a strengthening U.S. dollar, which may necessitate price increases or reduce profit margins in foreign markets [7]