President Joe Biden unveiled a $2 trillion infrastructure plan. It's a very broad plan, impacting everything from housing to roads to technology. And while it'll likely change somewhat before it gets passed, we're talking about a lot of money here.

No matter how the cookie ultimately crumbles, many, many companies are going to benefit from this plan. And that's where investors like you and I have an opportunity. I want to share with you three stocks, possibly the best stocks to buy now, that could benefit directly from this plan.

First, they're all dividend growth stocks. As you viewers know, I only make videos on and personally invest in dividend growth stocks. These are stocks that pay reliable, rising dividends because they're earning reliable, rising profits. If you can't afford to pay a growing dividend or aren't willing to pay me my fair share of profits, I'm not interested.

Second, they're wonderful businesses that'll do well with or without this infrastructure plan. That's right. These businesses are doing great already. And they'll continue to do well on their own volition. But they should see a nice boost from the infrastructure plan. Nothing wrong with some extra icing on an already delicious cake.

Third, each business is very different and will benefit from a different aspect of the infrastructure plan. Want to know which three stocks I'm talking about?

The first stock I want to bring to your attention is Caterpillar Inc. - stock ticker CAT. That's with or without more infrastructure spending. But with a major part of Biden's plan allocating spending to the improvement of traditional infrastructure in things like roads and bridges, that infrastructure only gets built with the help of big machinery.

It's doubled over the last year, no doubt fueled by the anticipation of increased infrastructure spending. And the valuation, with a P/CF ratio of 20, looks rich. But Caterpillar is a long-term winner for sure, with or without Biden's plan.

The second stock I want to tell you about is Albemarle Corporation - stock ticker ALB. But I'd argue it shouldn't. It has a very solid set of legacy chemicals and catalysts businesses that helped propel it to Dividend Aristocrat status with 27 consecutive years of dividend increases.

With Biden's plan specifically calling for additional infrastructure around electric vehicles and green energy, that translates to more batteries. And those batteries require, you guessed it, lithium.

Last but not least, let's talk about Broadcom Inc. - stock ticker AVGO.

Biden's plan allocates $50 billion for investment in semiconductor manufacturing and research. When you have billions of dollars sloshing around and headed toward semis, the main players will no doubt benefit from this.

Their FCF is up almost 20x over the last decade. If some extra spending gives them a boost, all the better. We're talking about a business that's already set to profit tremendously from the 5G megatrend. If they get a little extra love, that's all the more reason to own this name.

We put together a video analysis and valuation video back in July, highlighting how attractive this stock was at $300.

But this stock sports 11 consecutive years of dividend increases, a five-year dividend growth rate of 52.1%, and a yield of 3.1%. I called it a "dream stock" in July. And I think it still is. Look for any opportunity to snag this fantastic dividend growth stock for your own portfolio, and plan on holding it for many years.

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