Sterling Infrastructure: Wait For A Better Entry Point As Stock Looks Overstretched Now

Core Insights - The article emphasizes a value-focused investment strategy, highlighting the importance of fundamental research in sectors such as chemicals, homebuilders, building materials, industrials, and metals & mining [1] Investment Strategy - The investment approach prioritizes stocks that are undervalued and have potential catalysts in the near future, indicating a focus on identifying opportunities for growth [1] - The investment horizon is defined as ranging from one quarter to two years, suggesting a medium-term perspective on investment returns [1] Experience and Background - The individual has over three years of active investing experience, having worked as a buy-side analyst at a boutique research firm and family offices, which adds credibility to the investment insights provided [1]