CRH

Get ready to buy

 

• Euro STOXX 50: Nokia will replace CRH
• CRH nicely rebounded last week before weakening earlier this week; more supply should materialise in the next two days.
• Once this supply event is done they are a buy for me, creating a nice entry point this Index change
• Massively underperformed the sector and also has the upside catalysts of US dollar appreciation, faster margin recovery, and a big disposal
• Get ready to Buy a few