Stephanie Link has been positive on the Residential/Non-Residential Construction theme for 2014 and into 2015, particularly non-residential, as the overall domestic economy continues to improve. She reviews the data relative to the industry and what to look for when analyzing the group. USG stands out in the sector and the stock of choice on August 19 in Link’s blog, LinkOnTheStreet, and Barron’s agrees in the August 30 issue. Link explains USG is a pure play in the sector, has 90% exposure to U.S. non-residential markets and management is looking for further improvement in the second half of 2014 and into 2015. If the stock can get to 10X EBIDTA from 8X, longer-term investors could be rewarded for some patience.