- Martin Marietta Materials Inc. (MLM)
- Quanta Services Inc. (PWR)
- Vulcan Materials Company (Holding Company) (VMC)
- Eagle Materials Inc (EXP)
- United States Lime & Minerals Inc. (USLM)
Q: I am interested in picking a US materials Co as a play on infrastructure spending and to balance my portfolio. I am considering Martin Marietta, US Lime & Minerals, Eagle materials and Quanta services. My only materials holding at present is Agnico Eagle mines (1.6%). I am a moderate risk investor. Of these 4, which you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another company you would prefer to any of these and if so what would be your reasoning for that pick. Thanks as always.