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Infrastructure For The Coming Super Cycle

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].