The U.S. is on the cusp of an industrial supercycle, partly fueled by $2T in spending coming from new federal plans for infrastructure and electric-vehicle development, Al Root writes in this week’s edition of Barron’s. United Rentals (URI), Deere (DE), Eaton (ETN), Schneider Electric (SBGSY), Quanta Services (PWR), and Johnson Controls International (JCI) are among the stocks that are worth a look, the author notes.
Published first on TheFly
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