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Pro: 4 Stocks Could Benefit From Trump's Infrastructure Plan


Kathryn Thompson is the CEO of Thompson Research Group, an equity research firm that specializes in building materials, building products, construction and other related sectors.

She was a guest on "CNBC's "Power Lunch" to discuss which stocks could benefit from President-Elect Donald Trump's proposed infrastructure plan.

She was quick to point out whether the infrastructure plan calls for building roads, rail or waterways, the same stocks will likely benefit. Specifically, the expert highlighted Vulcan Materials Company (NYSE: VMC), Martin Marietta Materials, Inc. (NYSE: MLM), Summit Materials Inc (NYSE: SUM) and Headwaters Inc (NYSE: HW).

Thompson said the US is on the brink of the largest infrastructure plan since the end of World War 2 and is driven by

  • 1) The FAST Act.
  • 2) States and local communities are tired of waiting around for the federal government for infrastructure support.
  • 3) President-Elect Trump's proposed infrastructure project which could amount to $1 trillion over 10 years.

Thompson added that while Trump's $1 trillion plan over 10 years sounds like a large sum, in reality it's not that far removed from President Obama's stimulus plan which initially called for $800 billion in spending over a five to six-year time period.


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Posted-In: CNBC Donald Trump Infrastructure Plan Kathryn ThompsonLong Ideas Politics Media Trading Ideas General