We are raising our fair value estimate for Cemex CX to $45 per share from $33 for three reasons. The first is Cemex's attempt to acquire Rinker RIN for $12.8 billion in cash, which we expect to be additive to our valuation. This stems largely from the additional cash flows that we think Cemex can ...
Research and Markets: Concise Analysis of the International Concrete and Cement Market - Forecasts to 2017
Cemex targets downstream assets in order to protect and expand its valuable upstream assets.
It's worthwhile to keep an eye on these Mexican firms.
The America Movil overhang is less of an issue now.
Moat trend, valuation, and stewardship all were large factors in StockInvestor editor Matt Coffina's recent adjustments to the Tortoise and Hare portfolios.
Some of the best opportunities are when people are trying to run away from situations that are uncertain, says Third Avenue's Tom Lapointe.
High shipping costs prevent low-priced imports from entering these companies' markets.
Our top-rated stocks continue to do well, turning in very respectable performance in 2006. I'm happy that our patient strategy of recommending only stocks trading at a price that includes a reasonable margin of safety is paying off nicely for consumers of our research. As we have for the past few ...