Vulcan Materials Company (NYSE:VMC)

CAPS Rating: 2 out of 5

The Company is a producer of construction aggregates and a major producer of asphalt mix and concrete. Its business consists of the production, distribution and sale of construction aggregates and other construction materials and related services.

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Member Avatar chundarr (21.40) Submitted: 7/25/2014 3:05:41 PM : Outperform Start Price: $65.26 VMC Score: -1.26

New management can't compensate for horrible PFCF, slumping sales and puny ROA.

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Member Avatar chitownjester (94.38) Submitted: 12/31/2013 9:43:56 PM : Underperform Start Price: $59.24 VMC Score: -1.34

overvalued; potential macroeconomic headwinds

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Member Avatar Wade32ru (< 20) Submitted: 10/17/2012 1:46:14 PM : Underperform Start Price: $49.11 VMC Score: +4.33

Whew! Valuation on this is silly.

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Member Avatar TomFoolNC (29.76) Submitted: 8/16/2012 3:14:18 PM : Outperform Start Price: $39.75 VMC Score: +23.05

housing starting to recover

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Member Avatar bIlluminati (29.94) Submitted: 6/14/2012 2:09:49 PM : Underperform Start Price: $33.16 VMC Score: -46.00

Not profitable, significant debt.

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Member Avatar glake1 (47.03) Submitted: 12/6/2011 6:00:29 PM : Outperform Start Price: $33.48 VMC Score: +35.45

Well managed business - started in Winston-Salem, my home town

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Member Avatar RutledgeAvenue (42.51) Submitted: 1/6/2011 9:20:40 AM : Outperform Start Price: $53.19 VMC Score: -42.43

Buy at 40, yielding over 2.4% dividend. Favorable market capitalization, and fund management loyalty, may be due to strength of management leadership. VMC belongs in every portfolio for the next five years.

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Member Avatar vjiminez (< 20) Submitted: 12/16/2010 7:16:49 PM : Outperform Start Price: $46.01 VMC Score: -19.23

Solid Company with history of performance during construction peaks. Should double within 18 months.

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Member Avatar wtcrane1 (95.16) Submitted: 9/24/2010 4:14:21 PM : Outperform Start Price: $35.55 VMC Score: +9.20

undervalued

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Member Avatar tekwatchlist (92.19) Submitted: 9/22/2010 3:27:37 PM : Outperform Start Price: $37.86 VMC Score: -9.99

Added 5/5/10

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Member Avatar WisdomTitan (< 20) Submitted: 9/4/2010 9:20:19 AM : Underperform Start Price: $37.60 VMC Score: +7.68

VMC will lag the market until we see sustained rebound in the construction industry especially in the SE USA. Wouldn't short it but won't be bullish at least for a few more months. This will be a great play once the economy begins to move upward.

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Member Avatar rockynicky (< 20) Submitted: 8/9/2010 7:14:42 AM : Outperform Start Price: $40.39 VMC Score: -15.50

Good earnings.

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Member Avatar tekennedy (66.07) Submitted: 5/5/2010 5:03:37 PM : Outperform Start Price: $51.82 VMC Score: -45.04

I enjoy the economics of the aggregate industry due to the low competition environment which they operate(a high weight to value ratio means that transportation from further sources is uneconomical). Pricing historically has gone nowhere but up(this company in particular hasn't had a year where average pricing per ton for the company has went down since the 70's) as they can continuously raise prices to the point where pricing plus transportation is just less than the next closest source. Even in the last year where volume dropped to a level unseen in the last decade or so pricing improved.
The company's customers are roughly 50-50 split between residential/commercial housing and government. Government spending is historically less volitile but recent funding complications have led to less demand from this segment as well as residential/commercial. From this point I see volumes rising significantly in the next 2 years from this unsustainable point and the company should become profitable again. Over the longterm I believe growth from pricing plus acquisitions of new aggregates companies should ensure the company grows faster than the S&P. Also its pricing compared with what I'd consider normalized earnings is either at or below the S&P in general.

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Member Avatar toyotatkwk (< 20) Submitted: 3/17/2010 11:03:31 AM : Outperform Start Price: $46.17 VMC Score: -29.46

just think so

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Member Avatar chipcheck2 (< 20) Submitted: 2/28/2010 1:44:39 PM : Outperform Start Price: $41.43 VMC Score: -21.93

Income from stimulus program will eventually come through. Further access to key quarries will start to pay off eventually when economy and housing recovers

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Member Avatar Booey66 (88.82) Submitted: 1/18/2010 1:56:02 PM : Outperform Start Price: $48.77 VMC Score: -41.85

own it

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Member Avatar rofgile (99.31) Submitted: 11/18/2009 11:01:35 AM : Outperform Start Price: $48.32 VMC Score: -44.46

Waiting for stimulus spending to begin on construction projects. This company will be a beneficiary.
-rof

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Member Avatar Nostradamuss (< 20) Submitted: 10/5/2009 4:12:59 PM : Underperform Start Price: $48.46 VMC Score: +55.72

-

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Member Avatar wenmon (44.86) Submitted: 9/6/2009 8:39:54 PM : Outperform Start Price: $47.38 VMC Score: -56.82

Stimulus package will impact ashpalt demnad and this is the comparny that will benefit

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Member Avatar geomadam (82.35) Submitted: 9/2/2009 11:14:24 AM : Outperform Start Price: $46.24 VMC Score: -58.85

Long term construction projects will harness this comapnies unique assets

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