Jim Letourneau's Blog

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Cement shortages again...

There was some above average volume in Lafarge today but trading is pretty thin unless you plan on holding it for months at a time (which might not be a bad idea). I've scoured the cement universe and come up with a list.

St Lawrence Cement Group Inc. (ST.TO)
Lafarge North America Inc (LAF.TO)
Cemex (CX)
Florida Rock Industries (FRK)
Texas Industries (TXI)
USG Corporation (USG)
Eagle Materials Inc. (EXP)
Headwaters Inc. (HDWR)
MDU Resources Group Inc. (MDU)
W. R. Grace & Co. (GRA)

This group looks solid but I don't plan on participating since uranium has more upside.

For more uranium information CLICK HERE