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Martin J. Marietta

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  1. Basic Materials: China's Investment-Led Growth Model Has Run Its Course

    We don't see the recent share price declines for metals and mining producers as a buying opportunity on average.

  2. Moving Forward With the Normalization of Yields

    Martin Marietta continues to raise prices despite the weak residential construction market.

  3. Our Outlook for Basic Materials Stocks

    Improved demand should underpin stronger potash and PRB coal markets in 2014.

  4. Heavy and Cheap Mean Valuable Moats

    High shipping costs prevent low-priced imports from entering these companies' markets.

  5. Our Outlook for Basic Materials Stocks

    Lower commodity prices and a break-up of the European potash cartel have weighed on basic materials stocks year-to-date.

  6. Sequoia Dials Down Its Concentration

    This venerable fund has made some changes to its portfolio, but it's still fabulous.

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