Buy Vulcan Materials (NYSE: VMC)

Name: Vulcan Materials (NYSE: VMC)

Target: $165

Buy Up to: $140

Theme: Infrastructure spending.

Catalyst: Funding from the  Federal Highway Bill (the FAST act) is driving new orders for the company’s paving materials. Another $200 billion of transportation funding was approved on November ballots, turning on the spigot of new projects for the next few years.

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