Analysis of Asset Allocation

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AAA Selection: Materials & Construction Sector
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CEMEX S.A. - NYSE
Holding company with subsidiaries which produce, distribute, market and sell cement, ready-made concrete and clinker, worldwide; Produce and market aggregates; And operate marine terminals, naval ports and rail distribution terminals.

CENTEX CORP - NYSE
Purchases and develops land and lots; Constructs and sells single-family and multi-family homes; Produces manufactured housing; Invests in real estate properties; Originates mortgage loans; Sells title and other insurance.

COMFORT SYSTEMS U S A INC - NYSE
Provides installation, maintenance, repair and replacement services of heating, ventilation and air conditioning, hvac, systems; Provides specialized applications such as process cooling, control systems, electronic monitoring and process piping.

ELCOR CORP - NYSE
Holding company with subsidiaries which manufacture and sell premium laminated fiberglass asphalt residential roofing shingles and non wovenerglas mats; Remanufacture diesel engine cylinder liners; Provide tinplating of pistons.

JACOBS ENGR GROUP INC - NYSE
Provides engineering, design and consulting services, construction and construction management services and process plant maintenance services to a wide range of industrial, commercial and governmental clients.

LAFARGE CORP - NYSE
Manufactures and sells cement and ready-mixed concrete, precast and prestressed concrete components, concrete block and pipe, aggregates, asphalt and reinforcing steel; Builds roads and performs other construction activities.

LILLY INDS INC - NYSE
Formulates, manufactures and sells liquid and powder industrial coatings for use on furniture, doors, paneling, appliances and automotive parts.

PREMDOR INC - NYSE
Manufactures and sells interior and exterior doors for new residential construction, home repair, renovation and remodelling and commercial use.

SKYLINE CORP - NYSE
Designs, produces and distributes manufactured mobile homes and recreational vehicles, such as travel trailers, park models, mini-motorhomes and fifth wheels.

 


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