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Why \u201cslow housing starts\u201d doesn\u2019t signify the end of construction<\/strong> What shifted from 2025 to 2026 (and the significance of the latter half)<\/strong> The true factors influencing construction profits: rates, expenses, and inventory<\/strong> Identifying a bull trap in homebuilders and construction shares<\/strong> Two challenges that significantly impact industrial\/infrastructure contractors<\/strong><\/p>\n How AI evolves into a construction narrative (not merely a tech tale)<\/strong> An investor’s brief overview of select construction firms<\/strong><\/p>\n Why Mike favors engineering firms over traditional construction companies<\/strong> WSP Global vs. Stantec: the dividend consideration is crucial<\/strong> Home Depot & Lowe\u2019s: the patience strategy post-renovation surge<\/strong> Construction-related selections often overlooked by investors<\/strong> Mike\u2019s fundamental strategy: avoid \u201criding a single wave\u201d<\/strong> How the free Dividend Rockstar List accelerates your buy list creation<\/strong> Mike and V\u00e9ronique delve into the possibility of an AI bubble, comparing it with the dot-com era, and pinpoint four major tech firms that are likely to endure setbacks while maintaining their long-term potential.<\/p>\n 4 Tech Stocks Immune to the AI Bubble [Podcast]<\/a><\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":" Why \u201cslow housing starts\u201d doesn\u2019t signify the end of constructionEven though residential demand may be tapering, especially for condominiums, expenditures in commercial, industrial, and infrastructure sectors can take a different…
Even though residential demand may be tapering, especially for condominiums, expenditures in commercial, industrial, and infrastructure sectors can take a different path, sometimes even rising when housing slows down.<\/p>\n
Mike outlines how the positive trends observed in early 2025 gave way to diminished demand, a decrease in interest for condos, slower population expansion, and investors exercising caution due to tariffs and political instabilities.<\/p>\n
Learn why construction is greatly affected by capital, sensitive to interest rates, and dependent on margins, where low-cost debt is advantageous but increasing rates can negatively impact builders and purchasers.<\/p>\n
Things can be misleading; even when the outlook appears bright, it might be a setup, especially if there’s an accumulation of inventory, dwindling demand, and halted projects.<\/p>\n\n
Infrastructure associated with data facilities, power systems, utility expansion, and energy production entails engineering, construction, and specialized gear, creating prospects beyond just the technological field.<\/p>\n\n
Engineering firms engage throughout a project’s duration, offering planning, construction, upkeep, and decommissioning, resulting in a diverse income stream that enhances durability.<\/p>\n
WSP exhibits business robustness but prioritizes acquisitions over dividend growth; Stantec is better suited for those looking for dividend increases, underscoring the need to match with investment goals.<\/p>\n
Following COVID, consumer expenditure remains with a shift towards smaller projects, affecting same-store sales and average ticket amounts, thereby slowing the Dividend Triangle.<\/p>\n
Richelieu Hardware, Fastenal, Finning, Toromont, and Paccar thrive during construction cycles, frequently with diversified exposure beyond homebuilders.<\/p>\n
Instead of honing in on a single construction trend, Mike relies on the Dividend Triangle and assesses strong indicators, particularly during periods of low market sentiment.<\/p>\n
Use the list to sift through companies with increasing revenue, earnings, and dividends, then perform an in-depth analysis on a refined pool of quality candidates.<\/p>\nRelated Content<\/span><\/h2>\n
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