
The graph is terrible and is signaling "the end is nigh" for the global infra plays, so I will make the small bet that MDR reassures the street about their future earnings prospects. Does MDR beat the .78 cents consensus? I don't know, but looking at their exposure to oil, coal, and infra, coupled with a pessimistic street view (indicated by the graph) I believe conditions are ripe for a slight bounce. Viva Las Vegas.
Position: Long MDR
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