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Ready Mix

  1. China Weighs Heavily on Basic Materials

    The faltering Chinese real estate market is weighing on globally fungible commodities like iron ore, while improving developed-country construction markets aid regionally priced commodities like cement.

  2. Why Mortgage Rates Will Climb

    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 ...

  3. Commodities 2013 Halftime Report

    It's worthwhile to keep an eye on these Mexican firms.

  4. Safe Stocks for Worried Investors

    The stocks mentioned in this article be holdings in the managed portfolios of Validea Capital Management, a separate asset management firm founded by Validea.com founder John Reese. Validea Capital Management, which an SEC registered investment advisory firm and a separate company from Validea.com, ...

  5. Rebuilding America’s Infrastructure: List of Stocks That Will Benefit

    The author does not own any of the stocks or funds mentioned above.

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