Season’s greetings and a prosperous new year to you too S.I'm on...

Season’s greetings and a prosperous new year to you too S.

I'm on the east coast and it is worse. Good to be out and about with the family. Rode my motorcycle through the and Princess and Kings Highway, over the newly built Clyde river bridge and ongoing Nelligen Bridge... massive undertakings by the looks of it.
- https://roads-waterways.transport.nsw.gov.au/projects/nelligen-bridge/index.html
- https://roads-waterways.transport.nsw.gov.au/projects/batemans-bay-bridge/index.html

With the amount of cranes in the Sydney skyline at the moment and all the NSW roadworks, one would think that this industry would be raking it in but balance sheet and margins shows otherwise. “lousy” investment yes but I'm still in our NRW/NWH and SRG/GCS for now, they round out the portfolio and provides much needed negative correlation to my growth stocks. They don't all have to be accretion speedsters but they must provide capital protection over longer periods or there is no point in them being in the portfolio.