Texas Industries, Inc.

  • A Rock-Solid Investment

    By Marshall Hargrave - August 7, 2013 | Tickers: MLM, TXI, VMC

    The aggregate industry, i.e. crushed rock and stone, has no doubt been hit hard by the slowing economy and weak housing market--but have we finally hit an inflection point?

    The industry has had a number of setbacks of late due a wetter-than-expected spring season and the threat of rising interest rates, which have led to concerns surrounding a possible slowdown in the real estate market. But the recent pullbacks more »
  • These Stocks Are Toxic for Your Portfolio

    By Rupert Hargreaves - July 23, 2013 | Tickers: CQP, TXI, WWWW

    One of the first things that investors look at when studying a company is the balance sheet. In particular, debt; companies that have high levels of debt relative to equity or EBITDA usually have high interest costs, which can constrict growth, income and shareholder returns.

    In addition, high levels of debt can indicate that the company is on its last legs as a sudden cash call could be looming, resulting 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 »

  • This Industry Is Mixing Up Some Profits

    By Robert Hanley - April 30, 2013 | Tickers: EXP, HW, TXI

    The construction materials stocks have been on fire during the past twelve months, as homebuilders have increased their raw material purchases in order to meet rising housing demand.  Both new and existing home sales have perked up lately, leading to high builder confidence and an increase in annual housing starts above the one million mark.  Things are looking rosy at the moment, although the federal government will eventually have to more »

  • The Housing Market Recovery, a Boon to Cement Industry

    By Shas Dey - March 8, 2013 | Tickers: EXP, JHX, TXI

    According to the National Association of Home Builders (NAHB), sales of newly built, single-family homes increased by 15.6% in January 2013. Rick Judson, Chairman of NAHB, commented: “The surge in demand for new homes this January is an excellent sign that the housing recovery is gaining steam and helping put more people back to work.”

    The year 2012 has witnessed a recovery in the US housing market, and there more »

  • Intentional Investing : Can I Actually EARN Something From The Housing Recovery ?

    By Penny Czarra - February 25, 2013 | Tickers: AOS, AAON, ADT, AMWD, APOG, AWI, BECN, BLDR, CSTE, CLGX, EXP, ELLI, FBHS, GNRC, GFF, HW, HD, JHX, LII, LOW, LXU, LL, LEDR, MLM, MAS, MOVE, NCS, NTK, OC, PFIN, PATK, PGTI, PPG, NX, RPM, SHOS, SNA, SWK, TXI, VAL, TTS, USCR, USLM, URI, UFPI, USG, VRSK, VMC, WSO, Z

    I don't like "noise". I try to avoid it whenever / wherever I can.

    Yep , call me what you want, but I'm a "retail investor". I know this to be true because everyone (and I mean Everyone) is always trying to sell me something. This means high decibels and lots and lots of BOLD PRINT.

    "Renovation Nation". "Renters Nation". "Housing Recovery". "The ONE sure, market-beating stock for your Long-Term 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 »

  • Southeastern Asset Management Stonewalls Vulcan Materials

    By Marshall Hargrave - February 6, 2013 | Tickers: MLM, TXI, VMC

    In late January, Southeastern Asset Management announced that it has further downsized its Vulcan Materials (NYSE: VMC) position by 16%. Southeastern now owns 8.26 million shares, or 6.4%, of Vulcan. This is a big change from Southeastern's third quarter investing thesis, where the firm had Vulcan as its fifteenth largest 13F holding and owned over 12.1 million shares (read more about it here). It appears that more »

  • What You Need to Know About Trinity

    By Ron Chatterjee - January 8, 2013 | Tickers: ARII, TXI, GBX, TRN, WAB

    On the 14th of this month, Trinity Industries (NYSE: TRN) announced that, through a wholly owned subsidiary, it has acquired the assets of Armstrong Bros. Holding Co., a Michigan-based manufacturer and lessor of trench shields and shoring equipment for the underground construction industry, for a total price of $40 million. This $40 million acquires net working capital, rental fleet assets, associated manufacturing and operational facilities, and certain patents and trademarks 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 »