And so do we.
Good investing,
David Fessler
Today’s Investment U Crib Sheet
Earlier this week, Dave - our resident infrastructure and energy expert - showed us how Obama could take a page from Roosevelt’s “New Deal.” In the full article, you’ll get seven ways to profit from the “new” economic fuel.
Dave also showed us two infrastructure companies that aren’t just surviving the current economic malaise: They’re thriving.
One of them, Airgas, produces specialty gasses and products used from dental offices and hospitals to construction sites. And this company is on fire, in a good way.
The other recession-resistant company produces specialty parts that aren’t found in your average hardware store. It supplies everything from nuts and bolts to just about everything else its customers - from manufacturers to institutions - need to keep the lights on. WW Grainger is a healthy infrastructure play that deserves a look.
These are the companies that we literally can’t live without, and that’s what makes them so important to a well-balanced portfolio.
With endless amounts of trash being produced daily, waste management companies are about as recession proof as you’re going to get. The surprising thing is how “green” they’re getting - and it’s not just the environment they’re improving. To get broader exposure to this ever-vital sector, here’s an ETF that focuses on environmental services.
