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Transcript: 2018 IG & Crossover Conf-Basics Panel

Transcript: 11 Dec 2018, 5:51 AM ET - We present a transcript of the Basic Industries Panel discussion given at the CreditSights Investment Grade & Crossover conference on December 4, 2018.
Focused

Owens Corning 2Q18: Cost and Roofing Headwinds

Earnings Note: 27 Jul 2018, 12:47 PM ET - We are holding our Market Perform on Owens Corning after its 2Q18 results. 

Big Homebuilders: Going to the Source

Sector Analysis: 27 Jul 2018, 4:49 AM ET - With crosscurrents in the headlines around prices, mortgage rates, changing regional demand, and shifting product growth expectations, it still comes down to builder strategies on price and costs, profit margins, and inventory management. 

May 2018 US Company Recommendation Changes

US Company Recommendation Changes: 31 May 2018, 9:25 PM ET - Our monthly report provides executive summaries for the thirty-nine company recommendation changes made on North American companies during the month of May.

Martin Marietta vs Vulcan: Peer Comp & RV Reset

Company Analysis: 21 May 2018, 5:55 AM ET - We re calibrate our RelVal views on Vulcan Materials and Martin Marietta after a detailed, updated peer comparison. 
Focused

Masco vs Owens Corning: Peer Comp and RelVal Reset

Company Analysis: 21 May 2018, 5:54 AM ET - We recalibrate our RelVal views on Masco and Owens Corning after a detailed, updated peer comparison. 

US IG Strategy: Picks and Pans (April 2018)

Strategy Analysis: 26 Apr 2018, 4:43 AM ET - In this document we summarize our sector recommendations, and provide a few names within each that we like (picks) and dislike (pans). Our Picks and Pans reflect our analysts' current views. 

Basic Industries: 1Q18 In Review and a Look Ahead

Sector Analysis: 17 Apr 2018, 4:12 AM ET - We review the performance of the Basic Industries sector  YTD, comparing themes in our outlook with actual developments. We also talk about unexpected developments, and what we think will shape the balance of the year. 
Focused

Masco vs Owens Corning: Peer Comp, RV Review

Company Spotlight: 20 Mar 2018, 5:34 AM ET - We are rolling over our Outperform recommendations on Owens Corning and Masco, after a detailed peer comparison on their business, financials and 2018 outlooks

US Strategy: Tariffs as Repricing Event?

Strategy Analysis: 01 Mar 2018, 9:40 PM ET - The market has been building in very low odds of a trade war event, a NAFTA withdrawal, or a significant escalation of tit-for-tat trade retaliations on a broader scale.  The odds-makers just got a fresh load of input.

Section 232: The NAFTA Conundrum

Sector Analysis: 26 Feb 2018, 3:42 AM ET - Using Section 232 on Steel/Aluminum could damage supplier chains and cost structures and drive broader inflation.  A tariff gambit in such key industries could undermine the NAFTA negotiations and have immediate effects on risk pricing. 

US IG Strategy: Picks and Pans (January 2018)

Strategy Analysis: 23 Jan 2018, 9:57 PM ET - In this short document we summarize our sector recommendations, and provide a few names within each that we like (picks) and dislike (pans). Our Picks and Pans reflect our analysts' current views. 

US Constructn Outlook: Kingdom for an (Infra) Bill

Sector Outlook: 23 Jan 2018, 9:56 PM ET - In the second of our Global Building Materials and Construction Outlook series, we examine the prospects for the US Construction Market in 2018 after a year that promised much but delivered somewhat less.
Focused

Owens Corning: New Issue: $400 mn 30-Year Bond

IG Note: 23 Jan 2018, 9:57 AM ET - Owens Corning (OC) is in the market today with a $400 mn thirty-year bond. 

MLM: New Issue: $1.4 bn Bond (2yr FRN, 10/30 Fxd)

IG Note: 06 Dec 2017, 11:35 AM ET - Martin Marietta is in the market with a $1.4 bn issue of FRNs and 10 / 30 year fixed rate notes.
Focused

Owens Corning: M&A Continues with Paroc Deal

IG Note: 30 Oct 2017, 7:38 PM ET - We like Owens Corning's acquisition of Paroc in strategic terms and are comfortable with the increase in pro-forma leverage to the high 2x. 

Boral Ltd – Coverage Initiation on New USD Issue

Company Spotlight: 24 Oct 2017, 9:38 AM ET - Boral Ltd (Baa2/BBB), an Australian-domiciled building materials credit, is in the market with a debut US$ bond issue. We like the name and advise using the new transaction to gain exposure given the deal's initial price talk.

Masco vs Owens Corning: 2017 Mid-Year Peer Comp

Company Analysis: 24 Aug 2017, 4:59 AM ET - 2017 has proved to be a fruitful and eventful year thus far for both Masco and Owens Corning. 

Sherwin Williams: Disappointing 2Q17 Post-Valspar

Earnings Note: 25 Jul 2017, 3:43 PM ET - This was an underwhelming 1st quarter post-Valspar, with a headline profit miss, margin dilution, sharply downgraded FY17 guidance and the expected rise in leverage. 
Focused

Owens Corning: New Issue: $600 mn 30 Year Bond

IG Note: 21 Jun 2017, 12:05 PM ET - Owens Corning (OC) is in the market today with a $600 mn thirty-year bond.

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