“Ted Weisberg on Energy, Market Breadth & META Buy Opportunity”
Sunbelt is viewed as a good infrastructure investment because it appears cheap and unpopular.
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 .