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Stock impact report

2 Industrials Stocks on Our Watchlist and 1 We Ignore [Yahoo! Finance]

TopBuild Corp. (BLD) 
NASDAQ:AMEX Investor Relations: topbuild.com/investors/overview/default.aspx
Company Research Source: Yahoo! Finance
Luckily, the tide is turning in their favor as the industry's 17.8% return over the past six months has topped the S&P 500 by 4.2 percentage points. Although these companies have produced results lately, a cautious approach is imperative. When the cycle naturally turns, the losers can be left for dead while the winners consolidate and take more of the market. With that said, here are two resilient industrials stocks at the top of our wish list and one we're swiping left on. Market Cap: $12.3 billion Established in 2015 following a spinoff from Masco Corporation, TopBuild (NYSE:BLD) is a distributor and installer of insulation and other building products. Why Are We Wary of BLD? Sales stagnated over the last two years and signal the need for new growth strategies Organic revenue growth fell short of our benchmarks over the past two years and implies it may need to improve its products, pricing, or go-to-market strategy Earnings growth underperformed the sector average ove Show less Read more
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