[Tichy]

Instead he suggests highway building companies. Several car manufacturers just went broke. I suspect highways are not the hottest thing on the planet anymore.

[eru]

If prices reflect this already --- or especially if they have over-reacted, it might a good opportunity to buy anyway.

[Tichy]

Couldn't you say that about anything?

[eru]

Of course. I just wanted to point out, that it's not only the state of an industry that determines if it's investment-worthy. But also the price of assets.