On CNBC "Fast Money," traders spoke about stocks that could make a move on reports that the Trump administration is considering a new $1 trillion infrastructure bill.
Karen Finerman is a buyer of United Rentals, Inc. (NYSE: URI). She liked it before this news and she likes it even more now.
Tim Seymour wants to buy BHP Group (NYSE: BHP) and Rio Tinto plc ADR (NYSE: RIO). He is also a buyer of United States Steel Corporation (NYSE: X), which has a terrible balance sheet and it is a leveraged story, but it could do well in a world where the Fed is there to protect almost everybody.
Analyst: Vulcan, Martin Marietta Could Be T Infrastructure Spending Winners
Guy Adami thinks the infrastructure bill won't pass. He would be a seller of Caterpillar Inc. (NYSE: CAT).
Steve Grasso believes United Rentals and Caterpillar are not overbought. He also likes Terex Corporation (NYSE: TEX), but he doesn't think the bill is going to get done.
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