Q: Hello Peter,
We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.
Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC
My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.
Thank you for your great service.
Debbie and Jerry
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Asked by Jerry on June 28, 2021