Infrastructure Sector

Re: Infrastructure Sector

Postby winston » Sat Apr 29, 2017 2:18 pm

not vested

Best ETFs Under Trump: Global X U.S. Infrastructure Development ETF (PAVE)

With its March 6 launch date, the Global X U.S. Infrastructure Development ETF (BATS:PAVE) is the youngest exchange-traded fund on this list, but a sensible addition nonetheless.

On the campaign trail, Trump promised to spend $1 trillion shoring up America’s flagging infrastructure. Like it or not, it is a fact that Trump’s infrastructure plans, at the dollar level, were well in excess of Hillary Clinton’s.

There has been some disappointment on the infrastructure front during Trump’s first 100 days in office, however, because it is widely believe the meat of that plan will be pushed off until 2018. A more pragmatic view is necessary.

Trump is not intentionally disappointing markets by pushing infrastructure spending off until 2018. He very well could be delaying it until next year because 2018 is a mid-term election year.

PAVE makes sense as an a Trump-inspired ETF because it differs from many legacy infrastructure ETFs. The new ETF follows the INDXX U.S. Infrastructure Development Index, a benchmark focusing on U.S. infrastructure fare.

Many established infrastructure funds are global funds and are not exclusively allocated to U.S. stocks. All of PAVE’s holdings are U.S. companies.

Source: Investor Place
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Re: Infrastructure Sector

Postby winston » Sat Jun 17, 2017 8:58 pm

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Infrastructure Week Opportunities: CAT, VMC, MLM

CAT, VMC and MLM will be huge infrastructure winners over time

By Charles Payne

Source: Smart Investing

http://investorplace.com/2017/06/infras ... UUkKmh96M8
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Re: Infrastructure Sector

Postby winston » Tue Oct 17, 2017 1:23 pm

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Infrastructure ETF to Buy: DJ Brookfield Global Infrastructure ETF (TOLZ)

The easiest way to play the infrastructure game is to buy the ProShares DJ Brookfield Global Infrastructure ETF (NYSEARCA:TOLZ), a collection of 139 infrastructure stocks from the U.S. and Canada and many other developed countries.

Coincidentally, Enbridge and American Tower are the ETFs two most substantial holdings accounting for 6.1% and 4.6% of its $37 million in total assets.

The ETF charges an annual fee of 0.46%, which is reasonable given it is the only pure play on the infrastructure industry.

The TOLZ ETF uses a float-adjusted market-cap weighting methodology that rebalances quarterly, investing in companies that generate at least 70% of their cash flows from infrastructure lines of business and capping those weightings at 10%.

The three largest sectors of the ETF are oil and gas storage and transportation at 33.3%, electricity transmission and distribution at 17%, and master limited partnerships (MLPs) also at 17%.

Income investors should also like its dividend yield of 3.4%.

Source: Investor Place
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Re: Infrastructure Sector

Postby winston » Sun Jan 07, 2018 8:14 am

China to ban insurance asset managers from seeking guaranteed investment returns

Analysts say the new rules from the China Insurance Regulatory Commission may also be aimed at investments in public private partnerships

Source: SCMP

http://www.scmp.com/business/banking-fi ... guaranteed
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Re: Infrastructure Sector

Postby winston » Sun Oct 27, 2019 9:13 pm

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SPDR S&P Global Infrastructure ETF (NYSE: GII)

This ETF has been around over 12 years, and it’s climbed steadily along with U.S. markets since early 2009.

Geographically, the fund is 40% invested in the United States, 10% in Canada, and 10% in Australia, with much of the rest spread across Western Europe.

It consists of 40% utilities, 40% industrials, and 20% energy. Though this profile is not exclusively U.S. infrastructure-focused, I do expect this sector to perform well on a global basis over the next few years.

SPDR S&P Global Infrastructure has a market cap of $386 million and trades on average 24,000 shares daily. Its expense ratio is a modest 0.4%, and the current share price is slightly below its net asset value, meaning buyers are getting a small discount to the underlying holdings.

Source: Daily Trade Alert
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Re: Infrastructure Sector

Postby winston » Sun Oct 27, 2019 9:13 pm

not vested

SPDR S&P Global Infrastructure ETF (NYSE: GII)

This ETF has been around over 12 years, and it’s climbed steadily along with U.S. markets since early 2009.

Geographically, the fund is 40% invested in the United States, 10% in Canada, and 10% in Australia, with much of the rest spread across Western Europe.

It consists of 40% utilities, 40% industrials, and 20% energy. Though this profile is not exclusively U.S. infrastructure-focused, I do expect this sector to perform well on a global basis over the next few years.

SPDR S&P Global Infrastructure has a market cap of $386 million and trades on average 24,000 shares daily. Its expense ratio is a modest 0.4%, and the current share price is slightly below its net asset value, meaning buyers are getting a small discount to the underlying holdings.

Source: Daily Trade Alert
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Re: Infrastructure Sector

Postby winston » Thu Nov 05, 2020 8:30 am

Infrastructure stocks are down big, led by Vulcan Materials (VMC), Caterpillar (CAT), and Terex (TEX).

The concern must be that an infrastructure bill will not see the light of day, but I believe this is incorrect.

Both sides want to get a deal done, and it is just a matter of time.

That’s why I also believe this pullback will lead to a buying opportunity at some point.

Source: Money Wire
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