ROAD is a buying opportunity; recent price weakness is unjustified relative to fundamentals like raised guidance and contracted revenue.

So, as I just said, I am continuing to buy more Brookfield Asset Management and Construction Partners in my portfolio and these are the two main stocks that I am continuing to buy.

They're pretty much the only two stocks that I am buying right now. I simply think that both of these stocks have been hit unjustifiably by higher interest rates and higher oil price fears.

Now moving on to construction partners. This one has been hit hard in the market as well after reporting a very good Q3 earnings result.

They actually upped their guidance again for the third time this year. They've been upping their guidance every single quarter this year and they have announced that they have 80 to 85% of their revenue for next year contractually locked in.

So their forward guidance for next year is almost certain and this business is continuing to acquire more companies and they also have inflation hedges within their contracts with their customers where they can pass on higher oil prices and higher ashvault prices to their customers.

So their margins are largely protected and they are actually projecting higher margins this year versus last year. So to put it simply, I don't think that the sell-off for construction partners after their Q3 is at all justified on a price to Ebeta basis. It is also trading around its six-year lows.

And the business is continuing to compound its revenue, Ibata, and operating cash flow tremendously. And they are projecting to double the business by 2030. and they have a history of meeting and beating their own targets tremendously.

So, I think that this one has been hit hard due to higher interest rate fears, but I think that these fears are overblown, which is providing me as a long-term investor with an even better opportunity to continue buying and increasing my position in construction partners, which is exactly what I have been doing.