When you filter through all the news about Donald Trump and his upcoming policies, one of the proposals that stands out is his plan to spend a trillion dollars on infrastructure, suggests Fred Fuld, editor of Stockerblog.

Infrastructure includes such things as roads, bridges, tunnels, dams, water pipes, and sewers.

The companies that should benefit are those that build, repair, and provide the materials and equipment for infrastructure. Here are a few that stand out.

Granite Construction (GVA) produces construction materials for the repair of highways, airports, and other types of infrastructure.

The stock trades at 28 times forward earnings, and earnings for the latest reported quarter went from 77 cents per share to 92 cents per share, an increase of over 19%. The stock currently pays a yield of 0.85%.

Martin Marietta Materials (MLM) is a producer of granite, limestone, sand, and gravel, which are critical products used in infrastructure repair.

The stock has a forward price to earnings ratio of 23.7, and a small yield of  0.8%. Earnings increased by 43% for the latest quarter, year-over-year.

Vulcan Materials Company (VMC) is another infrastructure materials producer, providing concrete, sand and gravel for these projects. The forward P/E is 29.1 and the yield is 0.6%.

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By Fred Fuld, Editor of Stockerblog