The three sectors Trump seen as great for:
- construction / infrastructure
- oil & gas
- pharma
2/3 ain't bad for ACX
Plus ACX's exposure in US (fastest organically growing business unit with huge untapped potential) and major enterprise deals already with US-based builders Bechtel, Fluor, Burns McDonnell, and oil & gas giant Exxon Mobil.
When the trillion dollar infrastructure spend formally announced, and deregulation oil and gas allowing more spend there, watch ACX go. But of course markets starting to react before the formal announcements.
ACX Price at posting:
$5.96 Sentiment: Buy Disclosure: Held
