• Cemex and Cementos Are the Stocks to Buy in Construction Boom

    By Phillip Woolgar - August 17, 2013 | Tickers: CPAC, CX, USG

    I sometimes kick myself when realizing I missed a golden opportunity to invest in a sector poised for substantial growth. Perhaps you can relate? For example, the share prices of stocks in the construction market have taken off like a bullet train, leaving me at the station to make a swift snag for my phone to call a slow-moving bus to attempt taking me to "Profitville."

    But it doesn't more »

  • Taking a Look Into Real Estate Right Now

    By Federico Zaldua - July 18, 2013 | Tickers: CX, DRN, X

    According to the S&P Case-Shiller index, home prices rose as much as 12.1% year-over-year. The improvement was a result of strong new home sales, which came at their highest level in five years. I think it's time to get on the back of this upward trend and make real estate and construction related investments. Below I describe my top three three equity real estate ideas.

    US Real more »

  • Three Pigs Hiding From the Wolf: Recession and Construction

    By Vanina Egea - July 17, 2013 | Tickers: CX, CRH, MLM

    The Great Recession has hit some industries harder than others. The construction industry was hit badly, especially due to its close relationship with the housing market. Additionally, many homes remained empty, fuel-efficiency policies reduced construction funds in the USA, and the European economy continues to struggle. Here are some companies from the troubled industry with great prospects: CRH PLC (NYSE: CRH), Martin Marietta Materials (NYSE: MLM) and Cemex (NYSE: CXmore »)

  • Billionaire Andreas Halvorsen’s New Stock Picks

    By Meena Krishnamsetty - July 1, 2013 | Tickers: ADBE, CX, MPC, BA, VLO

    We track quarterly 13F filings from hundreds of hedge funds, including billionaire (and Tiger Cub) Andreas Halvorsen’s Viking Global. We have found that the information in 13Fs can be used to develop profitable investing strategies; for example, the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more about our small cap strategy). By comparing the most recent more »

  • Are These Cement Companies Investment-Worthy?

    By Shweta Dubey - June 28, 2013 | Tickers: CX, CRH, JHX

    As per a report from the Portland Cement Association, it is estimated that the U.S. cement industry will grow by 6.2% in the current year, up from 6% in 2012. Estimated annual consumption growth of cement will be around 11.1% for 2015-2017. Increase in cement consumption was fueled by growing construction activities in the U.S. However, Europe is facing a slump in construction activities this year more »

  • 3 Cement Companies to Consider in a Recovery

    By Louie Grint - June 26, 2013 | Tickers: CX, EXP, TXI

    The low growth in the U.S. economy has been hitting the balance sheets of cement companies for the past five years. This industry is highly correlated to mid- and long-term construction investment levels, which were severely damaged with the credit crunch and housing crisis. Currently, income and gains are modest for this sector, but the incipient recovery for home builders could begin to improve the industry’s performance.

    I more »

  • Don't Miss the Fiesta! - Four Solid Mexican Stocks on US Exchanges

    By John Chachere - June 19, 2013 | Tickers: AMX, CX, KOF, TV, MXF

    Close to the United States and not without it's share of political attention, Mexico appears to be on the rise like many other developing countries around the world.  Much of the country's income is a result of natural resources. Many have pointed out that our Amigo to the south is one of the fastest-growing economies.  While not perfect, Mexico still offers a lot of potential to the world more »

  • Cement Your Position in This Stock

    By Mark Lin - June 14, 2013 | Tickers: CX, MLM, VMC

    Investing in all about outperforming expectations. A stock that strengthened its balance sheet with significant de-leveraging might outperform another stock with a debt-free financial position. Similarly, the market is more likely to reward a turnaround story with improved valuations than a consistent performer with all the positives already factored into the stock price.

    An improvement in balance sheet strength and the eventual recovery in global infrastructure demand will be the more »

  • Viking Global Increases Its Wager on Cemex

    By Mark Yagalla - June 12, 2013 | Tickers: CX, EXP, MLM, VMC

    Andreas Halvorsen's Viking Global now owns 5.3% of cement giant Cemex (NYSE: CX). Viking Global is now the largest shareholder in Cemex, ahead of Mason Hawkins' Southeastern Asset Management, which has a 4.7% stake in the company. Viking Global has increased its stake in Cemex by 13 million shares in the last two months. At the end of the first quarter, the hedge fund owned 44.4 more »

  • 3 Construction Materials Companies Worth a Closer Look

    By Damian Illia - June 9, 2013 | Tickers: CX, MLM, VMC

    The global economic downturn inflicted a serious damage on construction materials companies, especially in developed countries. However, since the U.S. housing market recovery began at the end of last year, demand for cement and aggregates is improving.  

    Aggregates have been a great source of recovery. The aggregates industry's barriers to entry are relatively high, which gives pricing power to producers.

    U.S. companies

    Vulcan Materials (NYSE: VMC) is more »

  • 3 Cyclical Stocks to Consider as Monetary Expansion Ends

    By Federico Zaldua - June 6, 2013 | Tickers: CAT, CX, F

    As the sustainability of the U.S. economic recovery became more apparent to investors, stocks pushed the major benchmarks higher. But not everything came up roses, as it became apparent that the Federal Reserve (Fed) might begin to tweak monetary policy going forward.

    The defensive sectors were hit hardest as investors pondered the recent words of Fed Chairman Bernanke. The nervousness that surfaced in May saw three of the S more »

  • 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.

    <img src="/media/images/user_14395/untitled_1_large.png" />

    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 »

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