Seeking Alpha

Pessimistic Optimist » Comments » CRH

  • 7 Ways to Profit from Asphalt and Highway Construction [View article]
    I was thinking on terms of CAT also and even FLR as being a pin action infrastructure play. They have strong balance sheets and undoable contractual aggrements. CAT is effected to market slowdown with contracts on hold. FLR is still taking on BB contracts which are no default gaurantees. They are extremely diversified with capabilities to work roads, electrical grid, windtower nuclear, anything iron or concrete. They are a true alternative energy build out corporation affixed to a supreme infrastructure developer. I also believe they are both tied to and will move exponentially with oil and other commodity stocks.
    Disclaimer: I am long COP, BP, CAT and FLR.
    Mar 24 00:45 am |Rating: 0 0 |Link to Comment
More on CRH by Pessimistic Optimist
Comments by Ticker
AA, AAPL, ABB, ABX, ACM, ACN, ADP, AEM, AGIBY.PK, AGU, AHBIF.PK, AIB, AIG, AKS, ALJ, ALL, ALTI, AMAT, AMN, AMZN, ANR, AOC, APA, APC, ARCC, ASTE, ATN, ATUSF.PK, ATW, AU, AUY, AXPW.OB, AZN, BA, BAC, BBH, BBT, BBY, BCS, BDK, BGC, BHI, BHP, BMI, BP, BRGYY.PK, BRK.A, BTK, BVF, C,
Pessimistic Optimist's
Comments Stats
93 comments
Rating: 15 (29 - 14 )