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 ldtool (49.04) Submitted: 12/21/2015 9:20:04 AM : Outperform Start Price: $94.38 VMC Score: +2.47

Great company in a market space that will benefit from government spending - shovel ready jobs?

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Member Avatar mrgekko (40.42) Submitted: 12/3/2015 10:57:04 AM : Outperform Start Price: $100.65 VMC Score: -0.54

Highway Bill & Import-Export Bank reauthorization implications
The proposed long term Highway Bill that would fund highway projects for a 5 year time frame, the longest period of authorization in over a decade was agreed in the US House and Senate yesterday, an agreement on the 5 year Highway Bill was worth $305B.
The measure also contains positive news for states and local transit municipalities. Every state would receive a 5% increase in federal highway funding in the first year while Local transit will receive an 8% increase. As it happens even the austerity driven UK managed to find money for a permanent pot hole fund (keeping the roads and traffic moving is pivotal to a functioning efficient economy).

The pairs trade in question are two firms that produce aggregate (yes a very fun subject) so basically stone, gravel etc for road surfaces and other building purposes. The two firms are roughly the same size 10bn and 13bn however trade at vastly different multiples, Vulcan Materials Company 78x and Martin Marietta Materials Inc 39x. Both should see increased orders given the above and both over the longer term have performed very similarly

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Member Avatar regotoguy (99.61) Submitted: 11/14/2015 11:14:59 AM : Underperform Start Price: $99.17 VMC Score: +1.68

The anticipated growth may occur but this is primarily a cement company. The price is extreme. Construction is vulnerable if rates rise in 2016.

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Member Avatar doug9694 (76.27) Submitted: 3/8/2015 6:07:12 PM : Outperform Start Price: $84.81 VMC Score: +15.95

Construction related. I expect a big increase in home building.

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Member Avatar asilverp (75.13) Submitted: 8/27/2014 9:22:11 PM : Underperform Start Price: $62.88 VMC Score: -48.99

hard to justify the valuation. Not really a growth stock.

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Member Avatar chundarr (31.54) Submitted: 7/25/2014 3:05:41 PM : Outperform Start Price: $64.86 VMC Score: +43.75

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

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Member Avatar chitownjester (94.31) Submitted: 12/31/2013 9:43:56 PM : Underperform Start Price: $58.88 VMC Score: -50.75

overvalued; potential macroeconomic headwinds

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Member Avatar Wade32ru (< 20) Submitted: 10/17/2012 1:46:14 PM : Underperform Start Price: $48.81 VMC Score: -55.64

Whew! Valuation on this is silly.

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Member Avatar bIlluminati (36.86) Submitted: 6/14/2012 2:09:49 PM : Underperform Start Price: $32.95 VMC Score: -131.55

Not profitable, significant debt.

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Member Avatar glake1 (61.85) Submitted: 12/6/2011 6:00:29 PM : Outperform Start Price: $33.27 VMC Score: +120.81

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

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Member Avatar vjiminez (< 20) Submitted: 12/16/2010 7:16:49 PM : Outperform Start Price: $45.72 VMC Score: +45.70

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

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Member Avatar wtcrane1 (95.20) Submitted: 9/24/2010 4:14:21 PM : Outperform Start Price: $35.33 VMC Score: +91.10

undervalued

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Member Avatar tekwatchlist (98.27) Submitted: 9/22/2010 3:27:37 PM : Outperform Start Price: $37.62 VMC Score: +68.08

Added 5/5/10

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Member Avatar WisdomTitan (< 20) Submitted: 9/4/2010 9:20:19 AM : Underperform Start Price: $37.36 VMC Score: -70.79

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: $40.14 VMC Score: +58.06

Good earnings.

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Member Avatar tekennedy (92.19) Submitted: 5/5/2010 5:03:37 PM : Outperform Start Price: $51.50 VMC Score: +14.36

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: $45.89 VMC Score: +35.89

just think so

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Member Avatar chipcheck2 (< 20) Submitted: 2/28/2010 1:44:39 PM : Outperform Start Price: $41.17 VMC Score: +50.21

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 (30.78) Submitted: 1/18/2010 1:56:02 PM : Outperform Start Price: $48.47 VMC Score: +20.89

own it

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Member Avatar rofgile (99.43) Submitted: 11/18/2009 11:01:35 AM : Outperform Start Price: $48.02 VMC Score: +19.01

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

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