CONSIDER SHORT SELL ON VMC (VULCAN MATERIALS) AND MLM (MARTIN MARIATTA MATERIALS
After hours,VMC ()Vulcan Materials sees Q2 EPS of 15c-30c vs. consensus 44c . VMC to also reduce Q3 dividend to 25c from 49c . Our analysis of fundamentals of the industry did not jive with recent promotion of the sector and VMC by a popular market guru. Consider selling short