Replies to post #21998 on The Rising Influence of Rising Affluence

[jbog]

Dew.

I can't make an argument against any of your comments.

What I would caution is that these Companies aren't starting this endeavor with strong balance sheets and are in a industry with horrendous legacy problems.

I would say the current administration would step in at some point but who knows what happens in November.

No reason in my book to even play in this sector.

[OakesCS]

seems reasonable. I don’t think oil well piping is going to be a market anytime soon and “infrastructure” always seems to bog down into more patchwork and man hours versus 1930s type projects, eg the shovel-ready Longfellow Bridge project seemed to involve more paying guys to eat lunch under the bridge for hours on end than actual construction