Own the road

I think the best way to buy a piece of the long term infrastructure boom (over 1 trillion dollars of revenue estimated just for the USA!) is through an ETF-- exchange traded fund. This allows you to own a basket of stocks in this area, many of which you'd have trouble purchasing through a Canadian broker. For example, IGF owns 5 European toll highways.

Have a read of this article and consider making it up to 5% of your portfolio. With an average P/E of 20, these companies/assets are not particularly cheap. OTOH, it's very difficult to imagine (short of apocalypse) a long term scenario where the growth and profit potential of well positioned companies wouldn't pay off.

If you want to focus your bet, read more about Cemex because new and improved infrastructure = more cement (I've analyzed the company at length previously and it's a core holding of mine).

Another to consider is MANITOWOC CO MTW

This company has the global market share for construction cranes of all types as well as a marine and food services unit. It has a forward P/E estimate of 10 and more cash than debt.

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