Nov. 22 at 9:42 PM
$ET if you look at Fintel for the most recent institutional filings, it shows kind of a mixed bag, some decreasing and some increasing holdings. What it boils down to is if you believe in the management’s ability to execute on growth and get deals done. I think at the next earnings, we will see more deals announced and hopefully a better understanding of timeline for execution. I think with current administration and policy that new infrastructure projects will be approved quicker and allow construction to move swiftly. I think clarity is all that is really needed to move the needle. Markets are always forward thinking. It is just a waiting game, but regardless momentum will be upwards. How fast it moves up is dependent on these factors.
