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"As construction and pmi continue to pick up volumes should increase as well" has a significant impact, so an analyst should put more weight into it. This statements will have a short-term positive impact on this entity, which adds to its value. This statement will lead to an increase in profits for this entity. "As construction and pmi continue to pick up volumes should increase as well" is a difficult qualitative factor to defend, so competing institutions will have an easy time overcoming it.