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Infrastructure

FANTOM is on the verge of an important breakout !If you followed me since June, you know that we are in FTM since around 60 satosi. So we are already up 200% in a matter of 2 months. However the big gains are still ahead, that is why I did not sell a single token. FANTOM is big and will play a key role in the infrastructure of smart cities in Asia ! We are approaching important resistance at 180 - 190 satoshi level. However I think we will soon overcome this hurdle because FTM is showing strenght ! Look at the RSI which is forming a beautiful cup & handle. This pattern will complete once we approach resistance and will provide the necessary power to slice through it !! Watch this one closely !!
Long
by Dangermousebanana
9
MTL WW on openWith the rumor of a $1 Trillion US infrastructure bill to help put Americans back to work and revitalize the US economy, I believe we will see a lot of money getting poured into materials. "MTL engages in mining, steel, and power businesses in Russia, Asia, Europe, the Commonwealth of Independent States, the Middle East, the United States, and internationally. Its Mining segment produces and sells coking, metallurgical, and steam coal; coke; chemical products, including coal tar, coal benzene, and other compounds; and iron ore and iron ore concentrates. The company's Steel segment produces and sells semi-finished steel products, long steel products, and carbon and stainless flat products; ferrosilicon products; and pig iron, as well as metal products, including wire products, stampings and forgings, structural shapes, beams, and rails. Its Power segment generates and supplies electricity, heat energy, and other power resources to third parties." Will be watching this at open for a break of $2 and confirmation of new support. Will get in as close to $2 as I can after support confirmation. Stop at $1.72 PT1 $2.23 PT2 $2.77 PT3 $3.00 I plan to scale out at these 3 price points and scale in on the dips.
M
by Crispier-Bacon
The Great Trump Infrastructure PlayIt has been postulated by people I trust and respect that the best next step for Donny J. Trump is to enact an aggressive FDR like infrastructure initiative to grow jobs and 'build America'. This theory has already been somewhat confirmed, as Trump literally that same day pissed off environmentalists with an aggressive move to expand infrastructure (www.axios.com) I'm incredibly reserved and hesitant to buy anything right now, but this is a macro theory that holds water (pun intended) and if the Fed does stop propping markets up, they won't stop propping up quality infrastructure-based stocks as they attempt to pull off a "Donny: The Great Builder" look before next November. These are the companies I've found with high p/e (ie. sought after, market willing to pay premium), that are outperforming or near to outperforming their sector, which is outperforming the market. This is hard, because US Infrastructure sector is essentially bleeding, down -35% compared to a market up 9%. -- ROAD Contruction Partners has a phenomenal balance sheet, trades at a healthy P/E of 23.5x (higher than sector and market), and is considered a whopping 43% *overvalued* by SimplyWallSt. This means the market is paying a handsome premium for whatever reason. The biggest caveat to ROAD, which meets all criteria to a 'T' by every other metric, is its technicals. ROAD became massively volatile starting December 2019, which was accentuated by COVID-19. The price has recovered like the market overall--a dramatic V that has taken out a significant resistance level. Still, the sharpness and number of declines since December prompt caution in buying at current levels. WTRG Essential Utilities deals in water/wastewater services. They continue to expand year over year. They trade far *above* SimplyWallSt fair value, but perhaps there is a reason the market pays this premium (P/E is 39.5x)? Their debt has spiked recently, but so has their equity. Perhaps they are aggresively expanding, to significant success, and can reign this debt in easily if desired. It's important to note WTRG has to date *not outperformed it's sector or the US Market*, which may be grounds to rule it out as part of this infrastructure play. MIC Trading "below" SimplyWallSt fair value, Macquarie Infrastructure has beaten its sector, but both are significantly negative for the year... which may be a positive if you're a buy low type. While they have significant debt, the market has justified trading them at near 60x P/E. The trend reversal isn't as strong/convincing here as with WTRG. AY Atlantica Sustainable Infrastructure is the best "sustainable" I could find that fits the criteria above. Gotta work that "sustainable" in. It is probably the future, like it or not. AY trades at "39.7% below" SimplyWallSt fair value, pays a high though seemingly unsustainable dividend, and an insane level of debt with slowly decreasing equity. Still,the market pays a premium of 92.2x earnings for this stock. Further research revealed that AY is majority owned by Algonquin Utlity Corp, and I ended up liking that stock a little more as it has a cleaner balance sheet (see below). It might be better to cut out the middle man and play a pure power utility that owns most of AY versus the pure sustainable infrastructure play. AQN Algonquin Power & Utlities is a smaller player in the space that operates in US and Canada. If both countries take on infrastructure initiative, could be a double whammy. Stock has performed well historically trending up for its lifetime until COVID-19 hit. Balance sheet is healthy, or debt and equity are balanced at the very least (a trend towards increased debt and decreasing equity bodes mildly worrisome). AQN owns AY, so this can be considered an alternative energy investment. It has outperformed it's sector (US Integrated Utilities) and the market overall, up 17.5% for the year as of writing this. Trading at "26.7% below" SimplyWallSt fair value. -- So these are my Great Trump Infrastructure Play ideas, based on how I was taught to screen companies to go long. I haven't made moves on any of these, and I'm not telling you to, either. Just tossing around ideas. What do y'all think? -ONI
NASDAQ:ROADLong
by onidraug
AMT a possible infrastructure playI suspect that the Phase 4 stimulus bill, which Trump wants to be $2 trillion dollars, will include some funds for the 5g rollout. That might benefit companies like Nokia and Ericsson, though I'd expect the US government to favor US companies in any contracts for infrastructure build. Thus, I'm looking today at American Tower. On the hourly chart, AMT looks like it has some support from the 200-hour EMA. I'm buying here and setting my stop loss below the moving average.
NYSE:AMTLong
by ChristopherCarrollSmith
2
AUS Vanadium - High Strength Steel InvestingVanadium oxide/pentoxide is used to harden steel to make high strength steel for concrete reinforcement, automobiles (thinner gauge/light weighting), and aerospace engines, and things like submarines. ASX:AVL UUUU This is micro/small cap mining stock that specializes in vanadium pentoxide, which for HSS used near 15-18% with iron and reduces corrosion as well. V2O5 is not mined effeciently by many and China will need for infrastructure. It showed the climb last year and dipping at 618fibretracement entry. wait for it. Can't see correction below 0.618, Fib min-max values.
ASX:AVLLong
by Pokethebear