Being in the heavy construction biz for 40 years i got to play with the big boys Cat, Trex, Cemex etc. With Trump and States in the process of spending trillions in Infrastructure I decided to focus on those type of stocks. Even though Cat has been all over the board I have done well until recently. It appears the Infrastructure stocks just are not making much movement. Cat has billions sitting over sea's waiting on the tax break to bring it into the States. Any thoughts why my thinking isnt panning out? I hate retail but did buy some Rost, Dollar General and Burlington
