Sunbelt is viewed as a good infrastructure investment because it appears cheap and unpopular.
Bullish
“Ted Weisberg on Energy, Market Breadth & META Buy Opportunity”
Schwab NetworkPublished Oct 5 · 2 passages
Jump to any passage
2 passages
What about "Sunbelt"? Well, "Sunbelt" is what I call " light infrastructure". As you know, Sunbelt is similar to URI, United Rentals. They rent out construction equipment all over the country.
It was part of an English company, and was spun off as an independent company about a year ago .
It is also not very popular at the moment, and we like any exposure to infrastructure and believe it is a good way to invest in it. The stock seems cheap to us.
What this channel has said about $SUNB
Schwab Network has only this one call on this stock.
2026-10-05BullishThis one
What about "Sunbelt"? Well, "Sunbelt" is what I call " light infrastructure". As you know, Sunbelt is similar to URI, United Rentals. They rent out construction equipment all over the country. It was part of an English company, and was spun off as an independent company about a year ago .