One of my favorite stock analyst is Stephanie Link, director of research for the Action Alerts Plus Portfolio. In this video she explains why she's so bullish on Foster Wheeler [FWLT] for the long term. I will be the first to tell you that Buy and Hold is dead in the trading environment. But I think we should not take our eye of the ball.
There is a 20 year "Super Cycle" in global infrastructure build out coming. And I really believe that if you had to pick one long term play it should be an infrastructure company.
There is a lot of good choices, McDermott [MDR], Flour [FLR], Chicago Bridge [CBI] and more. But my pick is Foster Wheeler [FWLT].
No comments:
Post a Comment