Giovine Capital Loves These Five Stocks; Should You?

#1 Martin Marietta Materials, Inc. (NYSE:MLM)

Shares held (as of September 30): 35,955
Total Value (as of September 30): $5.46 million
Percent of Portfolio (as of September 30): 4.19%

Martin Marietta Materials, Inc. (NYSE:MLM) reported a soft third quarter with EPS of $2.04 on revenues of $1.01 billion, versus estimates of $2.15 and $1.014 billion. Revenue increased 10% year-over-year, driven by strong aggregate demand. Given the company’s big buyback program, the strong U.S. economy and the highly cyclical nature of its business, Martin Marietta Materials’ stock still looks appealing, however, in the medium term. Shares have surged 41% year-to-date.

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