Competitor ResultsCompetitors HDI and GDL seem to be manageing this fast moving pricing environment much better than DBM and both have generated record profits.
DBM seems like it should be well positioned to take advantage of the current strong markets, but failed to do so. I'm not sure why their earnings were so poor this quarter, it could be they were distracted by the integration of their acquisitions. Assuming they can execute and get things back on track, this should be a good stock to buy here, but Q4 numbers tend to be weak for the Canadian side of the business, so not sure there is any rush to buy.
Anyone know of any reasons to expect anything different?