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BofA Merrill Lynch analyst Timna Tanners asks $MLM to provide color on what changed the cement shortages in Texas. CEO Howard Nye says that it is not that far removed from where PCA is. Even with capacity additions, there is about a 3MM ton per annum shortfall of cement. So, if Texas is not hedged for a 24-month period, it's normal weather.
$WBA is yet to receive US anti-trust clearance for its Rite Aid acquisition. The deadline for the deal expires on January 27.
$BMY plunge 7.2%. No credits to the non-acceleration of approval for lung cancer combination treatment.
Well this is big! I don’t know if it’s someone’s monopoly or genuine excitement, but either way, $CSX is up 23% after market closed. I heard some activist investor is going to blow big money into CSX Corp. Anyone mind explaining?