Vulcan Materials Co. (VMC-N)

Excellent business that is very stable.
Road building company that provides essential service for infrastructure spending. 
Large US Federal contracts. 
Stable revenue streams.
High barriers to entry. 

VMC pays a decent yield of 0.8%, and analysts expect earnings and sales to grow nicely in the coming years. It has reasonable debt levels, good profit margins, a somewhat high valuation (31.3X forward P/E), but it generates good free cash flows and has been reducing some of its debt recently. Growth rates are good, and we think as part of a long-term hold, it is a solid name, although it has seen a strong run recently and we might expect a slight pullback.
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She likes materials as a sector because they have one of the highest earnings projections for next year and this company has a lot of highway projects where the government is spending a lot of money and it could go two or three years out. (Analysts’ target: $141.50).

A very well run company with quarries around San Antonio. When prices fell, they used technology to reduce production. They will do exceptionally well.