As for the three key building blocks, Cramer said to buy PPG for PVC, International Paper and Temple Inland for corrugated boxes and Martin Marietta and Vulcan Materials (VMC) for bricks.

On the rise

work for the sob's

Goldman Sachs said it is upgrading Marsh & McLennan (MMC) to Neutral from Sell based on improving sentiment towards turnaround efforts. Note investors are giving management the benefit of the doubt.

Marsh & McLennan (MMC) was upgraded from Market Perform to Outperform, Keefe, Bruyette & Woods said. New management should be able to improve margins. 2009 earnings estimate also raised to $1.95 a share. $32 price target.

Hank's son, Jeffrey Greenberg, was also axed and replaced by
Spitzer-recommended Mike Cherkasky.

value turnaround

Holdover from prior methodology

Marsh & McLennan dropped to 24.30, near its 52-week low. If the company can boost its operating margins and earnings, as some fans expect, its shares could be worth 40.

Marsh & McLennan (MMC) was downgraded from Overweight to Neutral, JP Morgan said. Recent executive changes could suggest that a second half turnaround is not materializing. Estimates also cut.

Can't hold a price

bought after its troubles believing it would recover in two years, not disappointed yet