Solid foundations with this construction stock

This construction firm built its defences early on to weather the fallout from Britain's austerity measures. And now it's well-set to shelter your portfolio over the long-term, says Paul Hill.

2. Balfour Beatty ( LSE: BBY ), rated a BUY by Goldman Sachs

It's taken time, but the government's spending cuts are now getting into full swing. That's good news for the nation's deficit, but bad news for infrastructure providers such as Balfour Beatty.

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Paul gained a degree in electrical engineering and went on to qualify as a chartered management accountant. He has extensive corporate finance and investment experience and is a member of the Securities Institute.

Over the past 16 years Paul has held top-level financial management and M&A roles for blue-chip companies such as O2, GKN and Unilever. He is now director of his own capital investment and consultancy firm, PMH Capital Limited.

Paul is an expert at analysing companies in new, fast-growing markets, and is an extremely shrewd stock-picker.