Donald Trump’s policy agenda including deregulation, tariffs, and tax cuts, has different implications for different investment sectors, according to market experts.
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November 28 - Hedge Funds, Industries, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q3 2024 Earnings Call Transcript October 30, 2024Martin Marietta Materials, Inc. misses on earnings expectations.
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October 31 - News, Transcripts
The construction materials sector is expected to benefit from the residential construction activity while a chronic supply of homes penetrates the US.
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October 9 - Hedge Funds, Industries, News
The recent 50 basis point rate cut has given a significant boost to the market and put a lot of industries into focus.
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September 25 - Hedge Funds, Industries, News
We came across a bullish thesis on Martin Marietta Materials, Inc. (MLM) on Durable Value Creators’ Substack by Durable Value Creators.
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September 23 - News, Stock Analysis
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second quarter 2024 investor letter.
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September 4 - Hedge Fund Investor Letters, News
In a recent episode of Mad Money, Jim Cramer advises that worrying about what others are concerned about or getting excited about what everyone anticipates is generally futile...
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September 3 - Hedge Funds, News
Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
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August 30 - Hedge Fund Investor Letters, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q2 2024 Earnings Call Transcript August 8, 2024Martin Marietta Materials, Inc. misses on earnings expectations.
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August 9 - News, Transcripts
When compared to high growth technology stocks, materials stocks are among the most stable ones on the market.
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July 18 - Hedge Funds, News
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2024 investor letter. A copy of the letter can ...
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May 30 - Hedge Fund Investor Letters, News
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2024 investor letter.
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May 3 - Hedge Fund Investor Letters, News
Martin Marietta Materials, Inc. beats earnings expectations. Reported EPS is $16.87, expectations were $1.88. Martin Marietta Materials, Inc.
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May 1 - News, Transcripts
In this article, we discuss the 5 best construction materials stocks to invest in right now.
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April 28 - News
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2024 investor letter.
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April 15 - Hedge Fund Investor Letters, News
In this article, we will take a detailed look at the 16 Best Materials Stocks To Buy in 2024. For a quick overview of such stocks, read our article 5 Best Materials Stocks ...
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April 10 - Hedge Funds, News
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” fourth-quarter investor letter.
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March 29 - Hedge Fund Investor Letters, News
Martin Marietta Materials, Inc. beats earnings expectations. Reported EPS is $4.63, expectations were $3.96.
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February 15 - News, Transcripts
The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth quarter 2023 investor letter.
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February 12 - Hedge Fund Investor Letters, News
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” third-quarter investor letter.
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December 19 - Hedge Fund Investor Letters, News
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2023 investor letter.
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November 8 - Hedge Fund Investor Letters, News
Operator: Good day and welcome to Martin Marietta's Third Quarter 2023 Earnings Conference Call. All participants are now in listen-only mode.
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November 2 - News, Transcripts
The materials sector is highly volatile and subject to geopolitical dynamics amid changing commodity prices, trade wars, supply chain uncertainty, and other factors.
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September 25 - Hedge Funds, News
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” second quarter 2023 investor letter.
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September 14 - Hedge Fund Investor Letters, News
In this article, we will discuss the 5 largest magnesium-producing companies and the best magnesium stocks to buy now.
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September 4 - News
Carillon Tower Advisers, an investment management firm, released its "Carillon Eagle Mid Cap Growth Fund" second quarter 2023 investor letter, a copy of which can be downloaded...
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September 3 - Hedge Fund Investor Letters, News
The London Company, an investment management company, released “The London Company Large Cap Strategy” second quarter 2023 investor letter.
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August 4 - Hedge Fund Investor Letters, News
Operator: Good day and welcome to Martin Marietta’s Second Quarter 2023 Earnings Conference Call.
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July 29 - News, Transcripts
In this article, we will be taking a look at the 5 largest construction companies in the US.
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June 16 - News
In this article, we discuss 10 construction stocks that billionaires are buying.
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June 5 - Hedge Funds, News
Operator: Good day, and welcome to Martin Marietta's First Quarter 2023 Earnings Conference Call.
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May 5 - News, Transcripts
To be honest, quarrying really isn't the most lucrative of industries. Grinding and shoveling rocks doesn't have the same 'zing' as say for instance launching rockets.
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April 25 - Commodities, News
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” fourth-quarter investor letter.
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April 3 - Hedge Fund Investor Letters, News
Operator: Hello and welcome to Martin Marietta's Full Year and Fourth Quarter 2022 Earnings Conference Call. All participants are now in a listen-only mode.
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February 17 - News, Transcripts
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” third-quarter investor letter.
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December 26 - Hedge Fund Investor Letters, News
NVR, Inc. (NYSE:NVR) is a Virginia-based homebuilder in the United States.
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November 14 - Hedge Funds, News
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” third quarter 2022 investor letter.
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November 8 - Hedge Fund Investor Letters, News
Vulcan Materials Company (NYSE:VMC) is an American producer and supplier of construction aggregates, operating through Aggregates, Asphalt, Concrete, and Calcium segments.
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November 1 - Hedge Funds, News
In this article, we discuss 5 best cement and construction materials stocks to buy now.
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October 24 - Hedge Funds, News
Aristotle Capital Management, LLC, an investment management company, released its “Aristotle Value Equity Fund” second quarter 2022 investor letter.
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October 11 - Hedge Fund Investor Letters, News
Diamond Hill Capital Management, an investment advisor, released its “Large Cap Strategy” second quarter 2022 investor letter. A copy of the same can be downloaded here.
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October 4 - Hedge Fund Investor Letters, News
Even though recession fears were mounting until the end of July, investors have not put much stock into the broader market sentiment of late, spurring an ongoing rally in equities...
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August 30 - Hedge Funds, News
In this article we present the list of 10 Construction Stocks Hedge Funds Like as Spending Slumps.
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August 22 - Hedge Funds, News
In this article, we will look at the 12 best materials stocks to buy now.
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August 18 - Hedge Funds, News
This article discusses the top 10 stock picks of Morris Mark’s Mark Asset Management at the end of the first quarter.
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August 2 - Hedge Fund Analysis, Hedge Funds, News
In this article, we discuss 8 stocks to sell now according to Mitch Cantor's Mountain Lake Investment Management.
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April 20 - Hedge Funds, News
In this article, we discuss the 10 construction stocks to buy now.
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February 18 - Hedge Funds, News
Weitz Investment Management, an investment management firm, published its “Partners Value Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here...
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February 16 - Hedge Fund Investor Letters, News
Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings.
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February 2 - Hedge Funds, News
Last year we predicted the arrival of the first US recession since 2009 and we told in advance that the market will decline by at least 20% in (Recession is Imminent: We Need ...
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December 7 - Hedge Funds, News