“The potentials for M&A activity is huge,” Ramirez said. “It’s a matter of researching who's got accessibility to the marketplace to provide the financing for these acquisitions, or who has the cash to make that acquisition instead of letting money sit around and get a very low return.”
The only foreseeable risk, Barton said, is that companies won't reinvest profits to a sufficient enough level.
“The downside is two-fold: increased capital expenditures don’t go through at the expected rate or much of the spending is pulled forward, creating potential void or limited CAPEX activity in the next few years,” she said.