Investors banking on a recovery in construction activity have had to
revisit their expectations in recent weeks, and not in a good way. While
there is evidence here and there that building trends have improved,
companies like
Masco (NYSE:
MAS) and
Armstrong World Industries (NYSE:
AWI) have reminded investors that there's still a way to go back to "normal."
Headwaters (NYSE:
HW)
looks considerably more stable right now, but the stock has already
recovered significantly on this better operating performance.
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