Is it weird that I think of an infrastructure construction company every time I hear this Boogie Down Productions classic?
Making Me Look Smarter Than I Am
The very first stock I wrote about here at Seeking Alpha, back last October, was MasTec (MTZ). They are making me look much smarter than I am.
MasTec has been my number one pick for 2019 and 2020 since last autumn, and that has not changed.
The elevator pitch:
- Diversified infrastructure construction: shale oil/gas; 5G/fiber rollouts; wind/solar construction.
- Their customers in these industries have huge CapEx