Cramer's Infrastructure Stocks2

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From 9-11-07:

"At some point last fall, it dawned on the market that the infrastructure stocks were no longer cyclical or levered to streams of occasional money that got shut off the moment things looked grim. Ever since then, you have seen gains that are so outsized that you have to wonder when they end.

Yet, given that they have only just earned the respect of the market, I believe the cycle will be much longer than anyone thinks.

I think that's because they are now levered to worldwide growth and the need for power, including power that isn't dirty. They are also levered to the ridiculously poor infrastructure of our highways and bridges."

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