This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"Our top pick for 2010 is engineering and construction (E&C) firm AECOM Technology (ACM)," says Geoffrey Seiler.

In his BullMarket.com the advisor explains, "AECOM, unlike some better-known E&C names, offers a relatively low-risk business model. It performs no construction work at all and thus has none of the lump-sum, fixed-rate contracts that other companies might sign."

Continue reading Top Picks for 2010: AECOM Technology (ACM)

Top Picks for 2010: AECOM Technology (ACM) originally appeared on BloggingStocks on Thu, 07 Jan 2010 14:00:00 EST. Please see our terms for use of feeds.

In his Validea newsletter, John Reese selects stocks using the investment strategies of the market's leading gurus, such as Benjamin Graham, John Neff, Warren Buffett, David Dreman, and Peter Lynch.

The advisor, and author of the just-published The Guru Investor, recently ran a screen based on the investment strategy of Kenneth Fisher to find his latest buy recommendation -- Kennametal (NYSE: KMT).

Reese explains, "For decades, the price-to-earnings ratio has been the most widely used valuation measure for stock investors, and a key tool in the arsenals of many of the gurus I follow. ut in 1984, Kenneth Fisher sent a shockwave through the P/E-conscious investment world.

Continue reading Kennametal (KMT): A 'Kenneth Fisher' guru play

Kennametal (KMT): A 'Kenneth Fisher' guru play originally appeared on BloggingStocks on Wed, 25 Feb 2009 13:00:00 EST. Please see our terms for use of feeds.

"Infrastructure stocks have been laid low by the economic downturn; but once massive government stimulus programs get growth going again, these companies should be among the surest winners," says Stephen Leeb.

In The Complete Investor newsletter, the advisor explains, "We've found four top infrastructure stocks, now at bargain-basement levels, that we think will surge. All are all astonishingly cheap when you consider how vital their role is in worldwide economic growth."

"It would be difficult to find a group of stocks more leveraged to economic growth yet whose valuations imply there will be no growth.

"If you have any faith in the world's future, these stocks are for you, and we think they will be dramatic outperformers as stimulus spending starts to kick in.

"Most diverse among the four is Jacobs Engineering (NYSE: JEC), which serves the chemical, pharmaceutical, building/infrastructure, and oil and gas industries. Nearly 20% of its revenues come from government sources, domestic and foreign.

"The company has nominal debt and has been generating hefty free cash flow, which management has indicated it may use to acquire beaten-down compatible firms, adding to future growth.

Continue reading Engineering gains from Obama's infrastructure proposals

Engineering gains from Obama's infrastructure proposals originally appeared on BloggingStocks on Tue, 20 Jan 2009 13:50:00 EST. Please see our terms for use of feeds.

This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.

"Graham (AMEX: GHM), our top pick for 2009, is perfectly positioned to provide high tech equipment to the coming green tech revolution," says technology specialist Tom Vass in Wall Street Window.

"Graham is a global designer and manufacturer of custom-engineered ejectors, liquid ring pump packages, condensers, and heat exchangers.

"Its equipment is for applications in the petrochemical, oil refinery and electric power generation industries, including cogeneration and geothermal plants.

"Their products are the essential building blocks to the production of every other form of 'green' energy. International sales accounted for 37% and 33% of total sales for the second quarters of fiscal 2009 and fiscal 2008, respectively.

"Our patented technology stock selection method tracks what technology companies are doing with their free cash flow. Total cash flow from operating activities for GHM increased to $19,702,000 in 2008 compared to a year end of $5,193,000 for 2007.

Continue reading Top Stock Picks '09: Graham (GHM)

Top Stock Picks '09: Graham (GHM) originally appeared on BloggingStocks on Fri, 09 Jan 2009 14:00:00 EST. Please see our terms for use of feeds.