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Opinions David Burrows
Martin Marietta MaterialsMLMPAST TOP PICKSep 13, 2016
David BurrowsOwned
$178.50
Stock price when the opinion was issued
$577.33
As of Jun 12, 2026. Market Open.
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BUY
MLM and Vulcan were both downgraded today.
These are two of the better names in this space. Performance so far this year has been strong in earnings and balance sheet. Disagrees with that downgrade and he continues to hold.
Joe TerranovaOwned
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BUY
Making an all-time high today and defying the manufacturing recession. Full-year revenue is up 10%. They benefit from where they operate--Texas, Colorado, Florida--where residential and infrastructure building are hot.
Joe TerranovaOwned
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BUY
Infrastructure Bill of late 2021 money is only trickling out now
Shares fell in 2022 by 23% due to recession fears, but is up 30% this year because they money is finally coming. The CEO sees 3-4 years of business. Trades at 24x forward PE, but expects that to decline because they keep beating their quarters.
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BUY
There's a bit of a supply crunch in the US. More people will need places to live, especially with immigration from areas of the world in such turmoil.
Brendan CaldwellOwned
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BUY
Inflation-protection trades: energy (and materials). Both cyclical sectors are positively correlated to inflation. She also likes Martin Marietta given its heavy business in residential and non-res construction and a tailwind from Dems and Republicans to fix bridges and ports during supply-chain issues. Financials: JPM she likes, though they had a disappointing recent earnings, they do have a multi-faceted business. For more cyclicals, consider EM, namely IEMG.
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TOP PICK
Think crushed stone, concrete, etc being supplied to the construction industry. They are #1 or #2 in the aggregate supplier space. The industry is favored going forward and there are barriers to entry. This gives the company strong pricing power. Infrastructure spending should provide great tail winds and the company does well to extract value from acquisitions. Yield 0.59% (Analysts’ price target is $435.86)
Jennifer RadmanOwned
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BUY
Who will benefit from the $1 trillion infrastructure bill? There's a decade, not a month, of spending here, so there will be long-term gains for certain stocks. Technical analyst Bob Lang suggests: He loves them. They will directly benefit from spending on roads and bridges. Their chart shows higher highs and higher lows. Lang targets $500.
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BUY ON WEAKNESS
The boom and bust cyclicals have plenty of room to run. MLM is the leading supplier of building materials like aggregate cement, concrete and asphalt. Their results earlier this month beat the street, and shares roared, but have recently come off. It's now a bargain. Today they announced today they'll buy Lehigh Hanson's western business https://finance.yahoo.com/finance/news/martin-marietta-mlm-buy-lehigh-140502925.html), suggesting management is confident about the industry.
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TOP PICK
It is into earth. If you own the gravel pits then you dominate that market. It is expensive to transport aggregates very far. A lot of private gravel pits are thinking of selling due to US tax changes and so MLM-N is in a good position to grow. (Analysts’ price target is $348.36)
Brendan CaldwellOwned
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(A Top Pick Sept 29/15. Up 21.75%.) Construction aggregates. This had a very good path. If you think there could be fiscal stimulus in the US, companies like this are going to do very, very well.