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Beware Of Texas Cement Suppliers

Originally, I thought about doing this article on a single Texas cement supplier. The first one I found was Eagle Materials (NYSE:EXP). However, as I dug deeper it turned out that while there were good reasons to be bearish Eagle Materials (such as those explained on this article), Eagle Materials' own cement exposure to Texas was lower than I thought. This doesn't mean there isn't enough exposure to warn about the effect I am talking about, but it does mean it's not enough for an entire focus article on…