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Here are some takeaways from this year's Ira Sohn investment conference.
A merger between these sand-and-gravel giants won't trap investors between a rock and a hard place.
With construction cycles sitting near rock-bottom levels, the industry is due for a turnaround.
These banks are sensitive to the emerging trends in jobs and non-residential construction.
In addition to the consequences of exposure to Europe, their core businesses are not doing well at home.
Martin Marietta offers to acquire Vulcan. Break in: It must be merger Monday, as Martin Marietta Materials (MLM) offers to acquire Vulcan Materials (VMC) just now.