President Trump wants to spend up to a trillion dollars to build and repair America's highways, bridges and tunnels and other construction projects. Included in the general category of infrastructure projects are schools, colleges and universities, water treatment facilities, public hospitals and community development.

Stocks in the heavy construction industry that are in line to benefit from these spending programs: Argan  (AGX) , Dycom Industries (DY) , Emcor  (EME) , Comfort Systems (FIX) , Granite Construction (GVA) , and Jacobs Engineering (JEC) .

Argan provides engineering, construction and management services primarily to the power generation and renewable energy industries. The company reported quarterly earnings back on Dec. 6 and beat analysts' earnings per share estimates. The stock trades at $73, up 3.5% year to date and is in bull market territory 34.1% above its post-election low of $54.45 set on Nov. 9. The stock set its all-time intraday high of $76.70 on Jan. 25.

Dycom Industries provides contracting services such as construction, maintenance, and installation services. The company reports quarterly earnings on Feb. 28 and analysts expect the company to earn 69 cents a share. Back on Nov. 21 the company beat estimates but offered weak guidance, which caused the stock to lose all or its post-election gains. The stock trades at close to $80-, down just 0.7% year to date and up 13.4% since its post-election low of $70.33 set on Nov. 22. The stock is deep into correction territory 19% below its all-time intraday high of $98.45 set on Aug. 8.

Emcor provides general electrical and mechanical construction services. The company reports quarterly earnings on Feb. 23 and analysts expect the company to earn 83 cents a share. The stock gapped higher on Oct. 27 following a better-than-expected earnings report on Oct. 26. This was a positive backdrop for the share price rally that followed the election. The stock trades around $69.70, down 1.5% year to date, but it's up 15% from its post-election low of $60.60 set on Nov. 8. The stock set its all-time intraday high of $73.44 on Dec. 12 and is 5.1% below this price level.

Comfort Systems provides general mechanical and maintenance services. The company reports quarterly earnings on Feb. 28 and analysts expect the company to earn 47 cents a share. The stock began to accelerate higher following earnings reported on Oct. 27. The stock trades near $34, up 1.4% year to date and 18.8% above its post-election low of $28.40 set on Nov. 8. The stock set its all-time intraday high of $35.25 on Dec. 27.

Granite Construction is a heavy civil engineering contractor and construction materials provider. The company reports quarterly earnings on Feb. 23 and analysts expect the company to earn 53 cents a share. The stock began to accelerate higher following earnings reported on Oct. 28 despite missing earnings-per-share estimates. The stock trades at $56, up 1.8% year to date and 18.5% above its post-election low of $47.25 set on Nov. 8. The stock set its all-time intraday high of $62.18 on Nov. 25, so the stock is in correction territory 10% below this level.

Jacobs Engineering provides technical, professional and construction services. The company reports quarterly earnings on Feb. 28 and analysts expect the company to earn 63 cents a share. The stock trades near $59, up 3.2% year to date and 19.7% above its post-election low of $49.17 set on Nov. 8. The stock set its all-time intraday high of $63.42 on Nov. 30, and the stock is 7.2% below this price level.

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