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ACA - Arcosa: The Upside Potential Of An Infrastructure Pure Play
Arcosa Inc.
Investment Thesis
Arcosa (ACA) has had an amazing run since I first wrote about it, back in May 2019. Over the last year alone, the stock appreciated nearly 40%, compared to 15% for the S&P 500.
Arcosa is very well-positioned to capitalize on an increased infrastructure spending in the U.S., while it would also benefit from an increased industrial activity in the country or a rebound in commodity prices.
In anticipation of the increased construction and energy spending, Arcosa management has been pivoting the company towards these two segments