Construction Partners (ROAD)

A short seller attacked this a few months ago, which hammered shares. Last year's acquisition is doing well, but this is tied to the economy. Still likes it. Cheaper valuation now.

They do basic work such as fixing roads and bridges and they do it very very well. This is good as an infrastructure play since money has to be spent on infrastructure projects. Recently it did a very big acquisition, $800 000 which is 20% of its market cap, but the market likes it a lot. This has accelerated the growth rate and boosted the revenue forecast. It is not cheap but has a great business profile. good backlog, good management and makes good acquisitions. It specializes in markets throughout the U.S. sunbelt.     Buy 3  Hold 2  Sell 0