How to Play Infrastructure Stocks Right Now

Shah Gilani|April 20, 2023

I’ve been getting a lot of questions from people about infrastructure stocks, because I think there’s a perception out there that the sector is somewhat protected against recessionary conditions. Biden’s infrastructure bill has pumped over a trillion dollars into the space, after all, across several categories of development contracts – roads and bridges, railroads, the power grid, and even newer tech like broadband Internet and EV charging stations.

So with markets continuing their back-and-forth dance, riding a paper-thin rally that’s being held up by just a handful of big tech stocks, it’s easy to see why you might look to infrastructure as a way to avoid any short- to medium-term chaos to come. The money’s already spent, right?

Well, as usual, you have to be careful. A lot of names in the sector look good on paper, because many of them had another run higher when infrastructure spending came back into the news at the beginning of the year. Back then, the economy was on full blast, showing no signs of slowing down, and the banking crisis hadn’t hit yet.

But now we’re seeing a lot of those names giving up their gains, and investors still seem gun-shy about committing here. And there’s a good reason for that – the real story on how much capital will get allocated from the bill during a recession has yet to be told, especially given that we still have a debt ceiling fight going on in Washington.

So it’s a very “wait and see” kind of environment. There are good potential opportunities to come, and I cover them in this week’s show, but you need to wait for the right moment.

To get an idea of what to keep an eye on, check out this video:

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There is one opportunity in this space I can recommend you jump on right now – a small company with breakthrough technology that could well be the key to helping solve America’s aging electric grid problems.

They could take the lion’s share of the $13 billion that the DOE has slated for the power grid, and right now, a certain portion of their shares are available for less than $5. But the deadline to get in on that is tonight at midnight – after that, Wall Street and institutional investors could come in and crowd out folks like us.

I have a full report on this here – make sure you review this information and get in before time runs out.