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These companies should benefit should Congress finally pass a measure to promote more infrastructure spending.
There are at least three key political questions playing out.
Recent news about Travelzoo and Albireo Pharma offer reasons to think those shares could be heading higher.
It would not be surprising to see this seesaw action repeatedly in the months ahead.
The simple strategy may not make for home runs but is producing a number of singles and doubles in a dicey market.
With a recent pullback in these stocks I am looking for strategic re-entry points.
One such name is GrafTech International, which should be aided by a rebound in spot graphite electrode pricing.
Ardelyx Inc. and Rigel Pharmaceuticals look good as stand-alone companies but also could attract suitors.