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Anthony Alfidi » Comments » ASTE

  • Investing in Stocks in a Deleveraging Economy [View article]
    Alan, thanks for putting your money where your mouth is. Most analysts and portfolio managers don't have the courage to eat what they purportedly hunt. You don't have to be right all the time to find a voice on Seeking Alpha.

    I am more accomodative of companies that carry short-term debt than you are. It's long-term debt that really concerns me. Don't count out infrastructure plays just yet. There will be some life in that strategy later in 2009 when the first big federal contracts are awarded. Check out the big construction firms that already do business with Uncle Sam and have made the correct political alignments.
    Dec 15 20:43 pm |Rating: +1 0 |Link to Comment
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