CEMEX stock

Vulcan, ROAD, or CRH probably better infrastructure plays than CX. They’re not well run, but they do have close to a duopoly in the US.

Can't really speak to the stocks, but I've done business with all these companies. If I had to list them in order of competency:

1. Vulcan
2. CRH
3. Martin Marietta
3. Heidelberg
4. Cemex


Vulcan has the best mix IMO although you could make a case for CRH.

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Can't really speak to the stocks, but I've done business with all these companies. If I had to list them in order of competency: 1. Vulcan 2. CRH 3. Martin Marietta 3. Heidelberg 4. Cemex Vulcan has the best mix IMO although you could make a case for CRH.

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Agree with your assessment, CRH moving listing to NYSE will continue to attract North American investors and the only national potential competition (Quikrete) is much more interested in Lowe’s/Home Depot DIY business. CRH is close to a monopoly in their materials sector.

ROAD is an interesting startup (based in Dothan, AL), well backed and well run. Big play on asphalt and road building in the Southeast (demographics are great here). The chart is phenomenal and should grow into its multiple. Could see $60 by 2025.