Infastructure Plays

Whatcha got?

I think whether it's Trump or Hillary, there are going to be some goodies to go around. Let's just hope these jobs are little more "shovel ready" this time. I'm looking to pick up some longer term construction/infrastructure holdings if this sell off continues.

A few I have in mind:

CBI - meh, I've heard it's terrible run and they don't make money.

ACM - aquired URS a couple year ago.

FLR

JEC

And of course DE and CAT

I like the local gem HEES. I've been accumulating this from the low teens. Pays a solid dividend and seems like it could be a buyout target down the line. Maybe?

First off, what is your thought on the strategy and do you have any name ms you'd reccomend I research? I don't know a whole lot of names in the sector, as it's never really interested me before.