Concrete names in general are reflecting a pretty unspectacular sector. The company with the highest market cap is CRH, which is already down 16% in 2010. Without a firming in this sector it's hard to imagine a glowing general economic outlook going forward, since concrete is quite literally the foundation of all building activity.
A little anecdotal observation shows the topping pattern of concrete companies 2-5 months before a commensurate top in the SPX (either that or my head is full of the stuff).
