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2 Construction Stocks Bode Well for the NFRA ETF


2 Construction Stocks Bode Well for the NFRA ETF
May 6, 2021
Waiting for infrastructure promises to materialize into real time action can try investors’ patience, but a pair of construction materials producers could be signaling upside ahead for exchange traded funds such as the
While neither Vulcan Materials nor Martin Marietta Materials are NFRA components, the two companies recently delivered stellar first quarter results. That could be a sign of heightened demand for infrastructure materials.
“The companies struck upbeat tones in their commentary and calls with analysts. Congress may pass a major infrastructure bill this summer, and the companies are highlighting the potential increases in spending, along with other revenue boosters coming from a recovering economy,” reports Daren Fonda for Barron’s. ....

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When Playing Infrastructure, Some ETFs Are Better Than Others


When Playing Infrastructure, Some ETFs Are Better Than Others
April 16, 2021
The Biden Administration’s big, bold infrastructure effort has plenty of related exchange traded funds attracting attention, but the
NFRA tries to reflect the performance of the STOXX Global Broad Infrastructure Index, which identifies equities that derive the majority of revenue from the infrastructure business, providing exposure to both traditional and non-traditional infrastructure sectors.
“President Joe Biden’s ambitious infrastructure package could spell big upside for a handful of exchange-traded funds with exposure to the semiconductor, health care and industrials sectors, Bank of America told its clients,” reports Thomas Franck for CNBC. “ETF strategist Jared Woodard wrote that the end of the Covid-19 pandemic and Biden’s $2 trillion infrastructure plan are expected to spark a ‘boom’ in capital expenditures as companies build new factories and plants in the U.S ....

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