Buy Martin Marietta Materials, Inc. (MLM)

Martin Marietta Materials, Inc. (MLM) — This company is the second largest producer of construction aggregates in the United States. It receives about half of aggregates revenue from public works and infrastructure, a more stable source of revenue than commercial construction.
Capital IQ notes federal highway spending is expected to remain steady, but growth should come from increased state-level infrastructure and higher demand in the housing market. Its analysts also expect the July 2014 acquisition of Texas Industries to contribute to sales.
They project revenue will grow 28% in 2015 and another 12% in 2016. In May, they increased their earnings forecast, upping 2015 estimated EPS by $0.14 to $5.26 and 2016 by $0.43 to $7.47.  (more)