Boral, CIMIC & Downer EDI

$280 billion in announced public infrastructure projects by 2020 in Australia, will help support growth for Boral, Downer EDI and CIMIC.

Boral & CIMIC are showing  Algo Engine sell signals, whereas, DOW is under a a recent Algo Engine buy signal.

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All three names are attractive on a fundamental basis, however, the deep discount in Boral makes it our preferred allocation.

 

 

 

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