Cliff Note #90

60% Short-Term Upside; Themes: Pure Infrastructure Bill Beneficiary - Record Backlog - Fortress Balance Sheet Full Of Cash - Breakout Quarter

This is another stock connected to the infrastructure bill. This investment theme has been an interesting place to hunt, and our experience with infrastructure stocks has been encouraging. 

We actually launched an infrastructure screen in 2012 with only one stock and then began populating it heavily in 2016 until it contained 20 stocks by the end of 2017.

So far, 14 multibaggers reside on the list, a 66% multibagger hit rate. All but 5 are in positive territory, or 85% of the group. We hope this latest addition to the Cliff Notes will be another multi-bagger hit.