bullwinkle

Terex: Big Infrastructure Winner

Thanks for the idea ... bot some on the dip (crash?) Friday, and plan to buy more if it keeps going down. Terex has lagged behind BUCY and JOYG, two stocks being heavily hyped by Cramer. It trades much cheaper than its competitors (10x vs. 27x) and as you said it has the kind of product mix one looks for these days, strongly biased to heavy construction and mining machinery, and 65% overseas.

It seems the stock has far less downside than its over-hyped relatives, but substantial upside if the global infrastructure story remains intact, along with continued expansion of global mining activities. Plus they are headquartered here in America, and it's always good to root for the home team.