The Best Way to Play Infrastructure

Infrastructure investing has popped up on more investors' radar in the last few years as the need for building or updating highways, sewers, water systems and so on has become all too apparent.

The numbers involved are staggering, even if inconsistent from report to report.

I found one report saying the U.S. needs to spend $400 billion, a different report saying India needs to spend $320 billion and a third item that estimates that the planet needs to spend $2 trillion annually through 2015.

This stands to benefit companies that do the building, the companies that contract the building, the various distributors of services and a few others segments. ...