Don't want to shoot down ANY ideas anybody comes up with. But it's my intention to aim more for the MAIN, well established bigger cap. targets with a minimum market cap of $500 mm and up.
It's going to take the bigs to get this job done, and I'm sure some secondaries will be dragged along in the process. It's just my opionion that it's probably too early to have any chance of picking those secondaries this early in the game.
There's only one caveat...
that being WTFDIK?
Successful brainstorming depends on 'building' on each other's idea, not shooting them down. :)
One other thought I had on this whole thing today....I'm thinking that the contractors who'll actually do the work might be the first to benefit from this mega trend because,...
The heavy equipment that'll be needed to do the build-out PROBABLY already exists for the most part and some of it's sitting idle with the current slow down.
So...when the work starts, the contractors get busy with the equipment they already have. Then, as it really gains momentum new equipment will be needed?????
Also, materials might even come before the new equipment?
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