Marcial: Building a Case for Infrastructure Stocks

Obama's public works program will enable governors to activate billions of dollars' worth of projects right away, and construction stocks are twitching

The long-depressed infrastructure and construction-related companies—the suppliers of sand and gravel, stone and cement, as well as makers of boom trucks, forklifts, and cranes—are suddenly getting a big boost. Wall Street's disdain for anything that's somehow related to housing has pulverized this sector. Enter President-elect Barack Obama and his job-creating, massive public works program.

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