Tags: Trump | Infrastructure | Bill Sandbrook | US Concrete

Trump, Infrastructure And Bill Sandbrook Of US Concrete

By    |   Monday, 13 February 2017 09:07 PM

 

In this week’s edition of our Cocktail Investing podcast, Tematica’s resident cocktail mixologists, Chris Versace and Lenore Hawkins discuss some of the week’s economic data and share some of the latest Thematic Signals that have turned up on the Tematica radar screen. From using data captured by Google Android to manufacture custom clothing to Facebook increasingly moving toward video programming, we're seeing players in our Connected Society investing theme melt into our Affordable Luxury and Content is King themes, respectively. The only thing more powerful than one thematic tailwind is the addition of another one.

On the heels of National Governors Association forwarding a list of 428 "shovel ready" projects to the Trump administration, which has vowed to rebuild the country's D+ rated infrastructure, we had the opportunity to speak with Bill Sandbrook, President and CEO of US Concrete (NASDAQ:USCR). Not only did Bill pour a healthy and well-rounded overview of the company, but we also discussed expectations regarding the pick-up in infrastructure spending, how the Great Recession made US Concrete a stronger company, why logistics are a key competitive weapon and several factors that could disrupt the business. In our opinion, it's the perfect conversation for an investor that is looking to understand US Concrete, a company that sits at the intersection of our Economic Acceleration/Deceleration and Tooling & Re-toolinginvestment themes.

To listen to this episode click here or follow us on iTunes, Stitcher Radio, SoundCloud or TuneIn.

Stocks Mentioned on the Podcast

  • ·         Amazon (NASDAQ:AMZN)
  • ·         Apple (NASDAQ:AAPL)
  • ·         Comcast (NASDAQ:CMCSA)
  • ·         Facebook (NASDAQ:FB)
  • ·         Granite Construction (NYSE:GVA)
  • ·         Google (NASDAQ:GOOGL)
  • ·         Hanesbrands (NYSE:HBI)
  • ·         Michael Kors (NYSE:KORS)
  • ·         Netflix (NASDAQ:NFLX)
  • ·         Nike (NYSE:NKE)
  • ·         Levi's
  • ·         Trinity Industries (NYSE:TRN)
  • ·         US Concrete
  • ·         Walt Disney (NYSE:DIS)

Disclosure: I am/we are long USCR CALLS IN OUR TEMATICA PRO SERVICE.

Christopher (Chris) Versace is the Chief Investment Officer at Tematica Research, editor of the newsletter Tematica Investing, co-host of the Cocktail Investing Podcast and is a featured columnist to The Street.com as well as a contributor to Business Insider andForbes.com

 

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In this week's edition of our Cocktail Investing podcast, Tematica's resident cocktail mixologists, Chris Versace and Lenore Hawkins discuss some of the week's economic data and share some of the latest Thematic Signals that have turned up on the Tematica radar screen. From...
Trump, Infrastructure, Bill Sandbrook, US Concrete
369
2017-07-13
Monday, 13 February 2017 09:07 PM
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