Eagle Materials, Inc. (EXP)

TMF1000 (98.76) Submitted: 7/07/06 3:14 PM : Start Price: $43.03 EXP Score: -31.36

The company makes gypsum wallboard, cement, gypsum paperboard and concrete. The company price has dropped some 38% from its high on worries that the houseing market is weakening. This may not be as bad as people think. With the residentual market wea...

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netherbrad (26.56) Submitted: 9/15/06 6:14 PM : Start Price: $35.08 EXP Score: -12.25

Everything related to housing right now is oversold. Buffet is buying up USG which also operates in the constuction materials sector and has a higher forward PE than Eagle. Eagle's PEG ratio is way low, and even a significant drop in housing prices ...

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JFiorini (98.57) Submitted: 1/03/07 10:30 AM : Start Price: $42.42 EXP Score: -19.29

Over the last five years, earnings have increased at about 25% annualized, while the price has only appreciated roughly 12% annualized over the same period. Despite taking on fresh debt (which mgmt. can use to further magnify ROE) Eagle is still in ...

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anon726 (51.25) Submitted: 10/01/07 4:19 AM : Start Price: $34.99 EXP Score: 0.39

1. Simple business model, 2. Has economic moat by being the lowest-cost provider in each of its market segments (you can see this by comparing ROE, ROA, net margin and cash flows against its competitors). Constantly renews its factories and builds ne...

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sommer316 (97.41) Submitted: 10/11/06 11:46 PM : Start Price: $31.11 EXP Score: -1.44

Current Pe around 9
Future PE around 8
Industry PE around 12
Dividend of .70 per share increased from .40 last year

They continue to expand their production capacity.

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luh (35.05) Submitted: 8/28/06 8:59 AM : Start Price: $34.29 EXP Score: -12.38

Good value. Long term should handily beat the market.

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FutureHFGuy (< 20) Submitted: 9/13/06 10:49 PM : Start Price: $34.55 EXP Score: -11.33

At slightly over 8x my normalized future earnings estimate and less 5x EV/future EBITDA, I like this stock. The stock has pulled back from it's $75/share 52 week high to its current level around the 52 week low at slightly more than $35/share.

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gaals (59.70) Submitted: 8/25/06 5:28 AM : Start Price: $34.61 EXP Score: 13.23

I rode the Jim Cramer wave on this one. But I listened to his valuation and why. When in the time period he mentioned (months--I am not a day trader) it got above his valuation and I was left with a decent return after commission, I took the money ...

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neuroberks (< 20) Submitted: 12/11/06 11:57 PM : Start Price: $42.33 EXP Score: -20.10

EXP has been the lowest cost producer for both wallboard and cement, with the highest op. margin, over the years. With expected good demand in cement business in next few years and EXP's expansion of capacity, I think EXP's op. earnings will surprise...

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Hopper39 (< 20) Submitted: 6/08/07 1:58 PM : Start Price: $39.61 EXP Score: -16.95

To get this out of the way, there will ALWAYS be demand for infrastructure in the US, the residential downturn is (was) just a nice place to get in cheap(er) for EXP.

Mid-cap, best margins in the business. Huge insider ownership, dividend yield of ...

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