BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Option Update: Chicago Bridge & Iron volatility elevated into lower guidance & charge]]>http://www.bloggingstocks.com/2008/07/16/option-update-chicago-bridge-and-iron-volatility-elevated-into-lo/http://www.bloggingstocks.com/2008/07/16/option-update-chicago-bridge-and-iron-volatility-elevated-into-lo/http://www.bloggingstocks.com/2008/07/16/option-update-chicago-bridge-and-iron-volatility-elevated-into-lo/#commentsFiled under:

Chicago Bridge & Iron (NYSE: CBI), was trading at $31.39 in after market trading last night, below its close of $36.39 Tuesday.

CBI lowered guidance for 2008 and will take a Q2 pretax charge of $317 million on cost over runs associated with two LNG projects in the UK. Goldman Sachs says: "Lowering rating to Neutral on nagging execution risk."

CBI August option implied volatility of 66 is above its 26-week average of 53 according to Track Data, suggesting larger price movement.

Financial Select Sector-XLF overall volatility at 51; 26-week average is 36

Option Update is provided by Stock Specialist Paul Foster of theflyonthewall.com

Option Update: Chicago Bridge & Iron volatility elevated into lower guidance & charge originally appeared on BloggingStocks on Wed, 16 Jul 2008 09:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>cbichicago bridge and ironChicagoBridgeAndIronFinancial Select Sector-XLFFinancialSelectSector-xlfoption implied volatilityOptionImpliedVolatilityWed, 16 Jul 2008 09:30:00 EST<![CDATA[Cramer on BloggingStocks: Fluor shows the power of execution ]]>http://www.bloggingstocks.com/2008/05/13/cramer-on-bloggingstocks-fluor-shows-the-power-of-execution/http://www.bloggingstocks.com/2008/05/13/cramer-on-bloggingstocks-fluor-shows-the-power-of-execution/http://www.bloggingstocks.com/2008/05/13/cramer-on-bloggingstocks-fluor-shows-the-power-of-execution/#commentsFiled under: , , , , , , ,

TheStreet.com's Jim Cramer says this report highlighted where the success lies in this market: energy and petroleum.

Fluor's (NYSE: FLR) (Cramer's Take) a monster. It shows you that what has hurt the other companies, particularly Chicago Bridge & Iron (NYSE: CBI) (Cramer's Take), is pure execution.

This gigantic beat also serves to remind us of the big dichotomy. You are either in the energy and petroleum products game or you are in a lot of games that don't work.

It's not easy for these companies, some of which have lived off the duress of state and local governments, including Shaw (NYSE: SGR) (Cramer's Take) and to a certain extent Aecom (NYSE: ACM) (Cramer's Take) and URS (NYSE: URS) (Cramer's Take), to become oil-and-gas plays.

The only ones that have transcended it beside Fluor are Foster Wheeler (NASDAQ: FWLT) (Cramer's Take) and Jacobs Engineering (NYSE: JEC) (Cramer's Take), and the only reason you would really know that is longevity. I remember in the early 1980s when FLR and then FWC would compete directly for all of the huge projects after the second oil shock.

Continue reading Cramer on BloggingStocks: Fluor shows the power of execution

Cramer on BloggingStocks: Fluor shows the power of execution originally appeared on BloggingStocks on Tue, 13 May 2008 09:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>acmaecomcbichicago bridge and ironChicagoBridgeAndIronedsfeaturedflrfluorfoster wheelerFosterWheelerfwlthpqibmjacobs engineeringJacobsEngineeringjecjim cramerJimCramermcdermottmdrsgrshawursTue, 13 May 2008 09:00:00 EST<![CDATA[Top resource ideas: US Global on mega-trends]]>http://www.bloggingstocks.com/2007/11/10/top-resource-ideas-us-global-on-mega-trends/http://www.bloggingstocks.com/2007/11/10/top-resource-ideas-us-global-on-mega-trends/http://www.bloggingstocks.com/2007/11/10/top-resource-ideas-us-global-on-mega-trends/#commentsFiled under: , , , , , , , ,

This article is part of a 20 article special report on "Metals, miners and money".

A highlight at the recent New Orleans Investment Conference was a speech by Frank Holmes, CEO of US Global Investors, on "mega-trends" -- with a focus on global infrastructure needs, from the U.S. to China.

Here, we offer excerpts from his speech, as well as some specific stock ideas from Frank Holmes and US Global Investors' Chief Strategist, Jack Dzierwa.

"Megatrends are usually defined by sustainable and substantial growth in capital expenditures in any country or sector. They can be created by governmental policies for infrastructure or a massive technological breakthrough.

"We isolate megatrends through a series of proprietary models, including a top down analysis of such issues as global macroeconomic theme, regional and country trends, technological trends, government policies, and currency effects. As examples of megatrends:

  • 1950s -- 1960s Megatrend: Massive growth of infrastructure in the U.S. and Europe leads to post-war prosperity, creating a wealth effect and consumer culture.
  • 1990s -- Present Megatrend: Moore's Law and disruptive technologies lead to massive growth in information technology and data communications.
  • 2000 and beyond Megatrend: Unprecedented change in global growth driven by globalization, urbanization, and wealth creation leads to a global infrastructure boom on a massive, intractable scale.

Continue reading Top resource ideas: US Global on mega-trends

Top resource ideas: US Global on mega-trends originally appeared on BloggingStocks on Sat, 10 Nov 2007 13:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>catcaterpillarCBIcemexChicagoBridgeAndIroncxfrank holmesJack DzierwaJacobs EngineeringJECmegatrendsSteven HalpernTheStockAdvisors.comus global investorsSat, 10 Nov 2007 13:10:00 EST