0914 ET - While the path forward in the repair and remodel and construction markets remains uncertain, Deutsche Bank says Trex, Core & Main and Griffon are its top picks in the sector. Analyst Collin Verron says Trex, for example, has industry leading margins and efficient capital deployment to drive further free cash flow growth, while Core & Main will benefit from increasing municipal infrastructure investment supported by public funding. Construction and the housing market have been clouded by concerns over tariffs, stubborn inflation and recession concerns. "We are picking our spots and prefer names with secular growth stories, levers for self-help, and shareholder friendly capital allocation," says Verron. (denny.jacob@wsj.com; @pennedbyden)
(END) Dow Jones Newswires
April 01, 2025 09:14 ET (13:14 GMT)
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