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recently bought Astec Industries (ASTE) and added today. major beneficiary of infrastructure spending (road building equipment) with a relatively high tax rate and mostly domestic book of business. don't know if anyone will see this but just wanted to say my opinion. also bought Martin Marietta (MLM) for much the same reasons. i know these aren't Motley stocks but once in a while i go astray(i.e. lithium last year with ALB, FMC and SQM, MSFT,APTV, STZ, ROK, URI, SODA).
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