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| TOP SHORT | 32.180 | Jamie Horvat | North America's largest aggregates producer. Largely just crushing rock, which is a difficult, low margin business. This last quarter they lost another $0.13 and recently cut the dividend. He recently added a short at $31-$32. | 2011-11-18 | |
| TOP SHORT | 35.370 | Jamie Horvat | SHORT: Road building. Also, building for the oil and shale industry. Getting hit by costs. Haven’t made money for several years. Not expected to make money this year or next. $4 Bullion in good will from acquisitions that needs to be written down. | 2011-07-19 | |
| TOP PICK | 69.680 | Alan Kral , CFA, CIC | They are an aggregate company where they supply cement stone and gravel. Other companies will need materials to build projects. Company has a lot of leverage, and will perform well going forward. | 2008-12-09 | |
| TOP PICK | 47.510 | Alan Kral , CFA, CIC | (His 3 Top Picks tonight are a package.) This company supplies cement/concrete. Whoever gets elected, there will be another stimulus package coming out of Congress in the very short-term and into infrastructure. | 2008-10-28 |
