Any thoughts on these construction stocks?

Just came across this article: Construction Stocks To Research – March 11th. Recent market analysis has highlighted a specific group of construction industry stocks that investors and industry observers should keep on their radar. Curious if anyone here follows this stuff. Thoughts?

I've been keeping an eye on CAT and DE for a while. They've been solid, but with material prices all over the place, it's hard to predict. I'd be cautious this year.

Lol, I just buy tools not stocks. But seriously, if you're looking at construction, HD and LOW are always safe bets. People are always fixin' stuff.

Honestly, the article seems like a generic roundup. I'd look at companies tied to infrastructure spending. That's where the money's at. Also, check out EMR – they make equipment for recyclin' and that's booming.