In Part Three of our chat, John and Don discuss a way to profit from the “enormous amounts of money” being spent in the U.S. on infrastructure.

This is a UK-based company with a significant amount of business in the U.S., and will soon have its primary stock listing on the New York Stock Exchange.


Related stories: “We Have 25% Cash & Hedged 25-30% of Our Portfolio.” – Part Two

“The Glass is Half-Full for the Companies We Own.” – Part Three