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Grain prices are predicted to improve a little this year.
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It kind of depends on what infrastruture legislation looks like. As of today, there's only the promise that infrastracture will be a bipartisan priority in the coming year. But I don't expect there to be any movement on that any time soon. Right now, the federal government is 10 days away from a budget shutdown and negotiations on that appear to be hung up on a battle over immigration and DACA, with both sides blaming each other should there be a shutdown.

Fuskie
Who notes you could invest in the basics like hardware manufacturers, construction equipment, etc. but the truth is you would be investing blindly in terms of whatever Congress decides Infrastructure is...

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I agree with Quillenpin. Caterpillar is probably the one most likely to benefit. And the stock gains seem to confirm that others agree. They have been recovering from slow times in Europe with their problems and slowness in the mining industry. That probably includes coal but also all sorts of other minerals.

I think John Deere is also seeing the benefit of this. The ag business is not so strong right now due to low grain prices, but they have a strong construction component.

CAT and DE continue to trade almost like twins. Investors often seem to trade baskets of stocks or maybe that's etf trading.

Engineering and construction companies will also benefit. Also steel, concrete, and a variety of building materials companies. But identifying pure plays is difficult.
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Grain prices are predicted to improve a little this year.
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Weaker dollar and improving economy should help, but rising interest rates should strengthen the dollar. Could be a toss up.
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