"The American public will get why this matters," Cisneros added. "They know we have let our infrastructure go too long."

He also said an infrastructure build - involving possibly thousands of construction projects - plays to Trump's strong suit. "He's a builder, he likes to build," said Cisneros.

As for the criticism that so far Trump has been light on actual details - such as where the money for infrastructure will come from - Steve Cordasco, founder of Cordasco Financial Network in Philadelphia, said "he's being smart about that." His point: specifying details prematurely might trigger a tidal wave of criticism and bickering that could drown the proposal. Get people excited about it, however, and the way to make it happen just might be found.

"We do think this will happen," said Josh Duitz, portfolio manager of Alpine Funds' Global Infrastructure Fund.

Pillsbury attorney Nick Sarad agreed: "There is a good possibility we will see things happening here." He cautioned that GOP deficit hawks in Congress will need mollifying. "This will be a difficult needle thread," he said. "[But] there is optimism about infrastructure. Companies are bullish on this."

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