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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (59868)9/29/2017 11:11:12 PM
From: Paul Senior  Read Replies (3) of 60208
 
Fwiw, regarding infrastructure things, my holdings are:

train related: ARII, GBX, TRN, RAIL (WAB - for train brakes, etc). Looked at adding to SIEGY position today, but stock seems very expensive now.

Also, fwiw, I'm still holding HCMLF (aggregates, concrete, etc), GV (construction, esp utility related), HWCC (wire&cable, fasteners, etc.)

With the hurricanes, I bought into FND (flooring materials), URI (rental equipment), GWW (supplies).

I don't know if stick-builders are considered infrastructure plays, but I have recently averaged up on a couple of homebuilding stocks.
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