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Why the Trump Infrastructure Gains May Take Longer Than Expected To Materialize

Cconstruction and engineering company stocks like Aecom (ACM) , Jacobs Engineering Group (JEC) and Fluor (FLR) have made big gains since Donald Trump's upset win in last Tuesday's election in anticipation of his proposed massive infrastructure investment. As of Thursday's close those shares added 37%, 20.4% and 13.3% respectively since the Nov. 8 election.

Heavy machinery companies like Caterpillar (CAT) , Deere & Co. (DE) and...