Leighton Holdings Limited (LEI)

Infrastructure received a big boost in the Budget and although many companies in this sector are already fully-priced a few, like Asciano, have upside potential..

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When building a portfolio, sometimes it’s best to start with what you don’t want, which can help you form a list of suitable companies to watch.

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The Leighton bid has refocussed the market’s attention on merger and acquisition activity. With M&A likely to pick up this year, here are a bunch of companies..

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Tony Abbott wants to become the “infrastructure” prime minister, which means its time to own companies like Leighton, Lend Lease, Downer EDI and Boral.

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