Sterling Infrastructure: It's Perhaps Time To Wait And See

Company Overview - Sterling Infrastructure (STRL) is an American company focused on construction and providing infrastructure solutions for large projects across various states in the U.S. [1] - The business model is divided into three main segments: transportation infrastructure, buildings, and e-infrastructure [1] Investment Focus - The company operates in sectors that are often overlooked by the market, such as oil & gas, metals, and mining, particularly in emerging markets [2] - It emphasizes companies with sustained free cash flows, low leverage, and sustainable debt, especially those in distress with high recovery potential [2] - A solid pro-shareholder attitude is highlighted, with a focus on sustained buyback programs and dividend distributions [2]