Final Trades: CRH, Microsoft and Valero Energy

Group 1 - The first company mentioned is an aggregates company that produces materials such as cement and gravel, which is larger than competitors Vulcan and Martin Marietta but is considered cheaper with more growth potential [1] - The upcoming investor day for this aggregates company is expected to generate interest and could provide insights into its future performance [1] Group 2 - Microsoft is highlighted as a strong investment opportunity in the cloud infrastructure sector, despite a recent decline of about 5% in the last month [2] - Azure, Microsoft's cloud service, has shown impressive growth with a 39% increase, indicating strong demand and potential for future revenue [2] - The previous recommendation for refiners Valero, Phillips, and Marathon is noted, with plans to take profits on half of the positions [2]