If you’ve tried getting any building work done lately, you’ll know why I’m tipping a brickmaker.
Prices of building materials have gone through the roof — if you’ll pardon the pun — thanks to supply chain disruption in Chinese ports and Brexit-related hold-ups at ports closer to home.
Meanwhile, the building market is enjoying a healthy patch after its various pauses during last year’s lockdowns.
Amid all this, the makers of building materials and equipment have enjoyed a pretty strong run this year. That means undervalued shares are unfortunately somewhat hard to find.
Take Volution, a maker of ventilation systems used in homes and offices. I’m a huge fan — again, pun not intended. It’s in a sweet spot as company chiefs fret about clean