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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:
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The Ox
To: The Ox who wrote (4460)11/6/2015 11:12:15 AM
From: richardred1 Recommendation  Read Replies (5) of 8248
 
The highway Bill passed. I expect for a good forward sector rotation in companies that will benefit. Take a look at what Astec & Alamo Group did yesterday. I expect cement & aggregates companies to benefit. I own MNTX but I expect it to be a secondary beneficiary to the sector. GENC might be a good pure play to watch. It's on my watch list now. ASTE & ALG already on the list. Take a look at the canal lock by my house its in total disrepair. A good thing to keep on eye on these companies is their backlog.



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