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CRH PLC T.CRH


Primary Symbol: CRH

CRH PLC is a provider of building materials solutions. The Company integrates building materials, products, and services by providing them to customers as complete solutions. Its segments include Americas Materials Solutions, Americas Building Solutions, Europe Materials Solutions and Europe Building Solutions. The Americas Materials Solutions segment provides solutions for the construction and maintenance of public infrastructure and commercial and residential buildings in North America. The Americas Building Solutions segment manufactures, supplies, and delivers solutions for the built environment in communities across North America. The Europe Materials Solutions segment provides solutions for the construction of public infrastructure and commercial and residential buildings to customers in construction markets in Europe. The Europe Building Solutions segment combines materials, products, and services to produce a range of architectural and infrastructural solutions.


NYSE:CRH - Post by User

Comment by JohnnyUtah16on Sep 21, 2017 12:04pm
62 Views
Post# 26726049

RE:RE:RE:RE:RE:RE:While waiting on this beauty!

RE:RE:RE:RE:RE:RE:While waiting on this beauty!You will do well with your ENB pick. So I know a bit about the O&G sector since its my biggest sector allocation (unfortunately), and I work in O&G. You tend to invest in what you know so I ended up overweight and took a hit over the last 3 years. I currently dont own any of the servicing companies since selling out of one over a year ago but I own a handful of the producers.

I'll give my 2 cents on both. PrairieSky looks okay, considering the sectors negative performance. However I would recommend Freehold Royalties over Prairie. You would get a 4.08% Dividend vs 2.32%. Prairie is only a couple years old, I believe it was a different royalty before. So Freehold has more of a track record. Performance is basically even if you compare the charts, they just rise and fall with oil and interest rates. Health wise they are pretty much even. FRU has very low debt vs Prairie having none. But FRU takes the edge on projected earnings. So on future growth, bigger and longer DIV, and longer track record I'd recommend FRU. Disclaimer, I dont own either.

The servicing companies have been pretty beaten up during this oil downturn. I looked at CEU and would suggest you look at SES (Secure Energy Services). No companies in the sector have very good fundamentals but the growth potential is good if you think oil will go up from here. First off SES pays a DIV of 3.09% while CEU pays only 0.49%. Also CEU had to cut their DIV drastically where SES didn't cut at all, big notch for SES. The debt for both is pretty manageable as long as oil doesn't tank. But SES has half the amount of debt that CEU has, another notch. CEU's long term debt is pretty high also, bit of a red flag there. For Free cash flow SES is positive while CEU is negative, little chance for acquisitions/growth without taking on more debt for CEU, notch for SES. Lastly Charles Marleau at Palos Mgmt recommends SES, he's a very solid manager with a great track record. I think CEU might pop more if oil shoots up since its more leveraged but SES is much safer and you get the DIV as a safety net. 
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