For Roger Arnold, a writer for Real Money, a Donald Trump presidency might actually provide a jolt to Beazer Home USA and Hovnanian Enterprises Inc. Arnold argues that those home builders could see an increase in first-time home buyers thanks to an infrastructure boom that spawns a strong jobs program.

The most immediate path for such is through direct job creation by the federal government, through an infrastructure program or some other kind of direct spending focused on human labor opportunities.

And Arnold argues that Trump, by at least talking about infrastructure, could be the person to kickstart that sort of program.

Of the two presumptive presidential candidates in the U.S., Donald Trump has been the only one to repeatedly focus on the need for infrastructure investment...

Whether that talk would lead to actual policy is anyone's guess.

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