MVCO - Sceptical Optomist
How did you find MVCO? Hweb?
What is your view, I have shared a little DD on the VMC board. I also talked to the CEO a couple of times. They are trying to bid higher quality jobs and I'm sur that is part of the reduced bag log, "quality vs. quantity". They are also growing their business in a growing part of the US. I don't think the housing and general constrution is going to slow down in the SW US like it will in other markets. Too many boomers with too much money want to stay warm in the winter. And have you been to Vegas lately?? Texas Hold'em gone wild!!! Even Bobwins goes to Vegas, and he's known to be tight, even builds his own computers.
Ready Mix IPO soon to come, stock is worth $18.
Kipp
