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Trendless and boring? Or exciting and lucrative?
This big bid is getting no notice at all because the media just can't focus on things like cement or rocks or aggregates. The CEOs are boring. You don't want to go out with the executives. You don't want to kiss up to them at the Four Seasons. You don't want to be their pal. Who cares about them? Of course, I do, because it is where the money is. I continue to believe that the endless attempts by the media to focus mostly on the media, with a minor chord on tech, are throwing so many people off the scent of real money. If Lafarge gets a bid, how far is a bid for Martin Marietta Materials (MLM - commentary - Cramer's Take)? Does Vulcan Materials (VMC - commentary - Cramer's Take) stay independent? How about Florida Rock (FRK - commentary - Cramer's Take)? Remember, these are levered to the endless infrastructure work that the government has insured will happen. Focus on that. Not on the nonsense that is wanting to sit down with Carl Icahn or Sumner Redstone or any of these yesteryear players.
Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Listen to Cramer's RealMoney Radio show on your computer; just click here. Watch Cramer on "Mad Money" at 6 p.m. ET weeknights on CNBC. Click here to order Cramer's latest book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here. TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.
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