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Foster Wheeler (FWLT): An infrastructure play
Foster Wheeler Ltd. (NASDAQ: FWLT) is one of the few infrastructure stocks so far that felt a little selling pressure on earnings. Shares opened lower today and then went positive briefly. The infrastructure company posted $1.41 EPS, above the $1.33 ...
Carlyle throws a billion at infrastructure
While driving on LA freeways, I sometimes wonder: how strong are these structures? Were they meant to handle the huge amounts of traffic?
I hope so. But I also realize that throughout the US the infrastructure is getting old and needs ...
Is infrastructure investment good for the U.S. economy?
New York Times columnist Thomas Friedman, who perhaps most-accurately conceptualized the revolutionary production shifts implied by globalization in The World Is Flat, has a 'radical' economic prescription for the United States, as it moves toward ...
An infrastructure play that's still really cheap
Not all infrastructure plays are created equal. What has been a fabulous trend to ride since the lows of November has left a few players behind. One of those is Manitowoc Company (NYSE: MTW).
Granted MTW has improved off it lows, but it has not ...
Morgan Stanley raises $4 billion for global infrastructure fund
Morgan Stanley has raised $4 billion for a fund that will invest in global infrastructure projects, including energy and transportation systems, the company announced Monday. Morgan Stanley said the $4 billion in equity commitments exceeded the ...
A $1.6 trillion market in the waiting -- the needed investment in infrastructure
Every once in a while there's a compelling research report issued in the Concrete Canyon that goes virtually unnoticed. Wall Street, so often caught up in the mood of the market 'right now,' sometimes drifts past data and fails to fully-publicize ...
U.S. infrastructure building will require some pruning, too
New York Times (NYSE: NYT) columnist Thomas Friedman in his latest column and again Tuesday night on 'The Charlie Rose Show' returned to his theme of the U.S. effort at nation building. Nation building, that is, at home. Friedman, among others, has ...
Obama stock: Invest in infrastructure reinvestment bank Ingersoll Rand (IR)
This post is part of a series in which TheStockAdvisors.com asked financial experts to name their top stock pick if McCain or if Obama wins the election.
"Obama is expected to create a national infrastructure reinvestment bank to expand and enhance ...
Caterpillar: Well-positioned for the emerging market infrastructure boom
Readers of this space know that my investment bias is toward large-cap companies with demonstrated business models that have a competitive advantage in established markets, preferably with a favorable global trend as a support. And with the ...
Federal infrastructure spending could gain traction if U.S. recession lingers
As Congressional Democrats and Bush Administration officials evaluate additional legislative ideas aimed at further stimulating the anemic U.S. economy, one proposal that could gain more traction in the months ahead concerns domestic infrastructure. ...
Could $136 billion in infrastructure spending create 5.4 million jobs?
President-elect Obama plans to use fiscal policy to put the brakes on the economic slump. He intends to do that through infrastructure spending. And figures as high as $500 billion to $1 trillion have been mentioned. Does this make sense? How would ...
Obama's infrastructure spending program, largest since 1950s, could jump-start U.S. GDP
The key feature in President-elect Barack Obama's proposed infrastructure spending program? Construction and renovation projects must be initiated now, and in the immediate months ahead, in order to provide as much stimulus to the U.S. economy when ...
Rino (RINO): A bet on China's infrastructure
"We're finding positive opportunities in Asia," says Richard Schmidt. In his Stellar Stock Alert, he looks to a play on China's infrastructure: Rino International (RINO).
"China is very aware of the need for infrastructure to power economic growth. ...
Obama team targets infrastructure
This post is part of a special report, A Dozen Ways to Play an Obama Building Boom.
"One theme that already seems likely to dominate the playbook for the Obama team is 'infrastructure plus' -- encompassing alternative energy, the environment, and ...
Valuing GE's Infrastructure segment
I estimate that General Electric Company (NYSE: GE)'s Infrastructure segment is worth $153.7 billion, roughly the same as last July's $154.6 billion.
GE's Infrastructure segment produces, sells, finances and services equipment for the air ...










