OK, Fools, I have thoughts for you about a company that stands to benefit when housing improves, is in the midst of capacity increases that will raise production substantially, and is already doing quite nicely in the earnings department.
Dallas-based cement manufacturer Texas Industries
Texas Industries is in the process of expanding its cement capacity, such that over the next few years, its rated cement-producing capacity will grow from a current five million tons annually to about eight million tons.
There are, of course, other ways to play cement domestically, including the flexible Eagle Materials
But as much as anything, I'm attracted to Texas Industries because of its prospect as a takeout candidate in a consolidating industry. Given the company's quality assets and prime locations, I don't see how it can continue to operate ad infinitum as a stand-alone.
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Fool contributor David Lee Smith doesn't own shares in any of the cement companies mentioned above. He does welcome your correspondence. The Motley Fool owns shares of Cemex. The Motley Fool's disclosure policy could be run through a cement kiln and emerge unscathed.