Stocks That Warrant a Look Here are some companies in the basic materials space you may want to consider, as our model shows these have the right combination of elements to post an earnings beat this quarter: Discover 5 special companies that look to gain the most from construction and repair to roads, bridges, and buildings, plus cargo hauling and energy transformation on an almost unimaginable scale. However, its results are likely to reflect the impacts of destocking in consumer electronics and raw material cost inflation.