Lately, I've been thinking about adding some construction stocks to my portfolio. So far, I've been most interested in $NVR and $0M6I.L. Both are very high quality companies, but the stock is currently quite expensive.
What construction stocks do you have in your portfolio?
These companies are really doing well and the performance is great. If $0M6I.L would get below $23, I would start buying.
$0M6I.L 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 $HD otherwise it's not really represented in my portfolio either. And yet it's a paradox when it's a super sector.