Key Takeaways
A Biden/Harris win in November could potentially be a major positive catalyst for infrastructure spending and construction materials companies.
The pending expiration of the FAST Act (the current 5-year federal highway funding bill) presents both risks and opportunities.
EXP, MLM, SUM, and VMC are poised to enjoy a long-term tailwind from higher infrastructure spending in the U.S, amid pent-up demand to refurbish and upgrade America’s aging infrastructure.
Please visit our website for more examples of CFRA's fundamental research.