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Cemex

  • Mexico: A Look At 3 Companies in 3 Sectors

    By Damian Illia - May 2, 2013 | Tickers: AMX, CX, GMK

    Mexico has economic stability and a forecast for growth. It is competing with Brazil to become the economic darling of Latin America and is challenging China in manufacturing progress. The country’s steady economic growth, fiscal discipline and a stable currency is drawing investors' attention. Here are my top picks among Mexico's market.

    Digging out

    Cemex (NYSE: CX), one of the largest cement companies in the world, reported a more »

  • Get to Know this Rock Solid, Diversified Utility Company

    By Greg Williamson - March 4, 2013 | Tickers: CX, CHK, MDU

    Utility companies are sometimes thought of as boring, steady income opportunities with limited capital gain potential. However, over my 11 years of investing I have found that well-managed utility companies can provide significant capital gains as well as a growing income stream, resulting in excellent returns for patient, long term investors. Today, I am going to highlight MDU Resources (NYSE: MDU), which has been a rock solid performer for my more »

  • Insiders Are Betting on a Housing and Construction Recovery

    By Meena Krishnamsetty - February 10, 2013 | Tickers: CX, CRH, EXP, TXI, VMC

    Two Board members at Texas Industries (NYSE: TXI) have indirectly purchased shares of the company’s stock since the beginning of February. A trust connected to Sean Foley has bought 1,000 shares, at prices of about $56.50, while an LLC related to Bernard Lanigan Jr. added 10,000 shares at similar prices. Studies show that insider purchases tend to be bullish signals (read more about studies on insider more »

  • A LatAm Portfolio For 2013

    By Federico Zaldua - January 14, 2013 | Tickers: BUD, CX, ABV, TX

    Latin America (LatAm) is my region of expertise. I invest almost exclusively in LatAm, so I got to know pretty well the companies in the region. I have also hold LatAm equities for long periods of time so I always look closely at equity valuations within the region. Nowadays I find that on a price to book versus relative ROE basis LatAm has a 13% premium relative to other Emerging more »

  • Investing in Cement and Mexican Growth

    By Joshua Bondy - January 14, 2013 | Tickers: CX, EXP, LFRGY.PK, VMC

    In the never ending search for growth, international opportunities are a great way to expand your investment horizon. Sadly growth and profitability do not walk hand in hand. Mexico continues to grow, but Cemex's earnings have not followed the same path. Cemex S.A. B de C.V.  (NYSE: CX) is a world leader in cement, but after the U.S. housing crash and the subsequent financial crisis they more »

  • 2013 Cement Company Roundup

    By Shweta Dubey - January 2, 2013 | Tickers: CX, MLM, VMC

    The long awaited Housing recovery in the United States is finally on the growth track. The effect of the same can be seen in the upside of three cement stocks below – Cemex, Vulcan and Martin Marietta Materials. With an expectancy of ~1 million housing units in the year, the demand for cement should be up by ~14% by 2013 end.

    Source: Yahoo Finance

    Cemex (NYSE: CX) has rallied over the more »

  • Mason Hawkins Just Sold Some Of This Company, Should You Follow Him?

    By Meena Krishnamsetty - December 11, 2012 | Tickers: CX, CRH, EXP, MLM, VMC

    Vulcan Materials (NYSE: VMC) saw Mason Hawkins of Southeastern Asset Management unload some of his shares per a 13D filing with the SEC last week. At the end of the third quarter, Southeastern owned 12.1 million shares. The recent sale puts Southeastern’s ownership to 9.9 million – an 18% sell off. Southeastern now owns 7.7% of Vulcan, which is down from its previous 9.3% ownership. Hawkins more »

  • One Mid-Cap for Your Portfolio

    By Jon Quast - November 27, 2012 | Tickers: CX, FTI, LINTA, MMP, PNR

    My personal portfolio is a little small-cap heavy right now.  So I've been doing some research to get a little more diversification.  In my article The Best of the Big Boys, I explored which of the five largest publicly traded companies offers the best investing opportunity to buy and hold investors.  In a similar fashion, I want to explore some mid-cap stocks.  Mid-cap companies are companies with a $1- more »

  • Real Estate Recovery: 3 Stocks

    By Federico Zaldua - November 21, 2012 | Tickers: ARR, CX, WAC

    Currently we are clearly going through a housing market recovery. US home builder confidence jumped in November to a six year high and existing home sales increased 2.1% in October, beating expectations and signaling that the sector is gaining traction every month. How could you profit from it? ETFs could be a great way to play a market trend, but here I will offer you three independent ideas. 

    Armour more »

  • Growth and Recovery a la Mexicana

    By Federico Zaldua - November 20, 2012 | Tickers: AMX, CX, FMX

    Mexico has been going through an array of fundamental transformations, fueled by institutional and economic changes. As a matter of fact, the CAGR of its GDP per capita was 4.31% - one of the highest in Latin America – and the CAGR of private consumption between 1995 and 2011 was above 8.5%. The European crisis was not enough to pause Mexico's growth prospects: the IMF expects its GDP to more »

  • Southeastern Asset Management Dumps Some Cement

    By Meena Krishnamsetty - November 13, 2012 | Tickers: CAT, CX, CRH, EXP, FCX

    Southeastern Asset Management, which has been one of the major investors in cement company CEMEX SAB de CV (NYSE: CX), recently filed with the SEC to disclose that it owns a little under 13% of the shares outstanding. This is of course a substantial position in the $9.6 billion market cap company, but it is down from the 18% ownership that Southeastern had in February. Another caveat is that more »

  • One Housing Play's Demons

    By Gerelyn Terzo - October 26, 2012 | Tickers: CX, LEN, TXI

    The housing market has once again proven its resilience, providing a bright spot in the economy even as policymakers and corporate America wrestle with the impending fiscal cliff. New home sales increased 5.7% in September, returning to 2010 levels. Housing prices -- something that homeowners and market participants are watching closely -- advanced 11.5% versus the year ago period while falling modestly in comparison with August 2012. 

    Dallas-based cement company more »

  • Cemex Cracks $10 Billion

    By Meena Krishnamsetty - October 10, 2012 | Tickers: CX, CRH, EXP, TSI, VMC

    Cemex (NYSE: CX) was up on Friday on good payroll numbers, along with positive news regarding the cement and concrete company’s new notes. Year to date the stock has risen 73% and it has more than tripled since a year ago, though it is still down 70% from its levels in 2007. Despite its market capitalization—which rose above $10 billion on the stock’s rise today—Cemex is more »

  • The Johnny Depp of Closed-End Funds Talks CUBA (part 6)

    By Nick Slepko - October 5, 2012 | Tickers: AMX, CX, FMX, CUBA, WSO

    Closed-end fund guru Tom Herzfeld discusses Cuba and his most popular fund, the Herzfeld Caribbean Basin Fund (NASDAQ: CUBA).

    [Continued from part 5]

    Slepko:  How do politics figure into your Cuba outlook?

    Herzfeld: Well, I believe if President Obama is re-elected, then whatever chances there are of the embargo being lifted are better than if Governor Romney wins. Others seem to agree with that assessment. I noticed our stock had more »

  • This $19 Billion Hedge Fund is Bullish About Media and Industrial Stocks

    By Meena Krishnamsetty - June 4, 2012 | Tickers: BLC, CX, CHMT, CMLS

    Los Angeles-based Canyon Capital, Joshua Friedman and Mitchell Julis tend to lean toward credit opportunities but do well on the equity side. Canyon Capital has around $19 billion in AUM and its flagship fund returned 10.4% annually between 2002 and 2011, vs. 3.3% for the S&P 500 index. Below are their top 10 picks:

    CompanyName Ticker value Activity
    CHEMTURA CORP CHMT 51091 -35%
    CEMEX S A B more »

  • Wellington Management's Top Buys: 3 Potential Longs, 2 To Avoid

    By Ashish Sharma - May 25, 2012 | Tickers: BSX, CX, ECA, MSFT, TMUS

    Wellington Management Company, LLP is an investment advisory and hedge fund firm managing over $300 billion in equity assets. The firm’s investment process generally involves understanding global trends and outlooks for securities and sectors, and evaluating potential candidates on valuations, models, opinion and recommendations from different sources. The global strategy focuses on financially sound companies that are out of favor, display potential for above average returns, and are selling more »

  • Invest Like a Supervillain

    By Mike Steele - April 13, 2012 | Tickers: CX, DISCA, IIVI, ILMN, TIE.DL

    A neer-do-well without any money is just a common criminal.  But if you clicked on the headline link for this story, that's not you.  No, you aspire to something greater: Supervillainy.  What separates the Supervillain from the petty thief is a base of wealth to carry out your wide-ranging schemes for world domination.  Secret lairs, doomsday devices, legions of minions; those things don't come cheap. 

    But what if more »