Where will this lead to?

Goldman Sachs today:
"We make 10 rating changes. We upgrade LafargeHolcim and Wolseley to Buy (from Neutral); we downgrade Braas Monier, Bovis, Redrow, Crest Nicholson (off CL) and Bellway to Neutral from Buy. We downgrade Berkeley Group, Countrywide and Foxtons to Sell from Neutral. We also remove the Not Rated designation from Salini Impregilo and reinstate as Neutral."

sp has reacted badly to the latest numbers, but not really sure why
if WOS is going to concentrate its efforts on its US side, then that can be no bad thing for UK investors