On the heels of a more detailed plan regarding infrastructure investments to be made under the new Obama administration (http://www.nytimes.com/2008/12/07/us/politics/07radio.html?bl&ex=1228798800&en=8a47220b90bc54e4&ei=5087%0A), I've got internet, road work and dollar signs on my mind.
This leads me to my current conundrum; how and where to put money to capitalize on this plan? I've done a little looking and haven't yet found that golden nugget in the internet or road construction infrastructure areas.
Companies like Cisco (CSCO), 3-Com (COMS), Alcatel-Lucent (ALU) and Nortel Networks (NT) are all interesting, but all seem to have their own warts. Many of the cement, asphalt and materials companies like Vulcan Materials Co. (VMC), Martin Marietta Materials (MLM), Texas Industries (TXI) and Ready Mix (RMX) are equally compelling, but also have their issues.
So, here's your shot... take a stance for or against any and all of these stocks, as well as others in these sectors, and let's formulate a plan to cash in!!!
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1 comment:
Not to throw a wrench in the machine, but it is something worth contemplating.
http://online.wsj.com/article/SB122938932478509075.html
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