infrastructure stocks posts
FeedPosted Nov 10th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Obama Picks
"I'm excited about Quanta Services (PWR), a contracting company that specializes in building utility transmission and distribution infrastructure," says Ian Wyatt.
In his Top Stock Insights, he explains, "The current focus in the U.S. of projects that improve energy conservation, utilize renewable resources, and improve air quality make Quanta an excellent long-term growth opportunity.
"Its customers are in the electric power, gas, telecommunications, and cable television industries. These are stimulus spending customers; i.e., big government organizations and utilities companies.
Continue reading Quanta Services (PWR): Infrastructure power play
Posted Apr 6th 2009 12:10PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy
It's a market than remains the province of those who make astute calculations and who can tolerate moderate risk (or high risk). This market has demonstrated that it can certainly frustrate -- and humble -- institutional investor and individual investor alike.
Moreover, perhaps the most memorable dimension to the bear market that began in October 2007 will be its ability to take down the stocks of healthy companies with demonstrated business models.
Chicago Bridge & Iron (NYSE: CBI) is one such business model. A global, engineering, procurement and construction company that specializes in turnkey projects for customers that produce, process, store and distribute the world's natural resources, the market hammered CBI as it became clear that emerging markets, a key CBI customer, had entered a recession. The First Call F2009/F2010 EPS estimates for CBI are $1.64 / $1.42.
Continue reading Chicago Bridge & Iron: A get-ahead-of-the-pack play
Posted Feb 25th 2009 1:00PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Commodities, Oil, Agriculture, Stocks to Buy
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
Posted Feb 14th 2009 9:00AM by Jim Woods (RSS feed)
Filed under: Caterpillar (CAT), Stocks to Buy, Obama Picks
The industrial equipment giant's brand is synonymous with big, bad earthmoving construction machinery. In fact, it's doubtful that any major construction project performed in America since the Great Depression hasn't been performed without the help of a "Cat."
Given the Obama administration's focus on shovel-ready infrastructure construction jobs as the answer to what's ailing our economy, it stands to reason that Caterpillar (NYSE: CAT) equipment will once again be called upon to help rebuild and remodel America's crumbling roads, tunnels and bridges.
Think about this, every time you hear the words "shovel-ready jobs," you should think about the makers of the actual shovels. And there is no denying that Caterpillar makes the biggest and best shovels on the planet.
Take a look at all ten stocks to fall in love with again.
Jim Woods is a Senior Editor for OptionsZone.com.
Posted Feb 11th 2009 3:40PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks
"For those in search of a pure play in the water infrastructure sector, my favorite bet is Insituform (NSDQ: INSU)," says Roger Conrad in his newly-launched advisory service, The New World.
Conrad explains, "Its most innovative product is its fast-growing 'trenchless' repair service to aging and cracked pipes." Here's his review.
"Rather than dig up and replace actual pipes, the process involves injecting a compound into the pipe itself which acts to seal any breaches. The result is a lower cost and far less intrusive repair.
"Insituform has languished in recent years, as overly aggressive expansion by prior management ran up against a brick wall of stagnant to falling system investment by municipalities.
Continue reading Insituform (INSU): Investing in sewer & pipe repair
Posted Feb 10th 2009 12:40PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Green Stocks, Obama Picks
"The Obama administration is poised to spend a lot of money on infrastructure; one important sector is the the nation's electric power grid and the communications system," notes growth stock advisor Dave Dyer.
In his Dave Dayer's Newsletter, he explains, "Some products will win big, others will get nothing, but one company will get more business regardless of which products win: Quanta Services (NYSE: PWR), the leading electrical contractor in the country.
"Quanta's service business stands ready to expand with the infrastructure buildout no matter which products are selected.
"They do design, installation, maintenance, and repair on just about any type of network infrastructure (electric power, telecom, broadband cable, and gas pipelines.) Their moat against competitors is size. They are the largest in their field and that is in no danger of changing.
Continue reading Power play: Rebuilding the electric power grid
Posted Jan 14th 2009 12:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Technical Analysis, Commodities, Stocks to Buy, Best Stocks for 2009
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.
"Granite Construction (NYSE: GVA) is a play on President-elect Barack Obama's plans to plow vast amounts of money into infrastructure," notes contrarian Todd Salomone.
In Schaeffer's Investment Research, the analyst explains, "Granite Construction -- my top pick for 2009 -- provides civil construction services, including projects designed to improve streets, roads, highways and bridges."
"Investing in infrastructure is one of Obama's solutions to address a deteriorating economy. There is $64 billion in 'ready-to-go' projects, of which GVA should be a beneficiary.
"The shares Granite Construction have performed admirably in 2008 amid an extremely weak broad market. For example, through mid-December, GVA shares were up 24% as the broader S&P 500 Index was down 38%.
"In November 2008, the equity climbed above the 40 area, which has capped the shares' rally attempts during the previous 12 months. For chart watchers, a concern would be the 48 area, which would mark a 50% retracement of the August 2007 high and the October 2008 low. Such retracement areas can sometimes act as technical resistance for a stock.
Continue reading Top Stock Picks '09: Granite Construction (GVA)
Posted Jan 9th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Best Stocks for 2009
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)
Posted Jan 5th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Best Stocks for 2009
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.
"As the government and corporations look to get more environmentally sound, they'll be turning to Tetra Tech (NASDAQ: TTEK), an environmental consulting company," suggests 'green technology' specialist Brendan Coffey.
The editor of The Cabot Green Investor explains, "Tetra Tech is the expert people turn to the figure out the nitty gritty of getting eco-projects done." Here's his review of the stock, which he selects as his favorite investment idea for the coming year.
"President-elect Obama looking to resuscitate the economy, wants to do two things at once: immediate stimulate job growth with an aid package of perhaps $700 billion while laying the groundwork for the country's long-term economy health.
"He's identified the core of that dual strategy as going green -- to wean us off oil, counteract the eventual dire effects of global warming and make the country the technological leader in alternative energy, creating five million or more jobs in the process.
Continue reading Top Stock Picks '09: Tetra Tech (TTEK)
Posted Jan 5th 2009 12:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Commodities, Stocks to Buy, Best Stocks for 2009
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.
"Infrastructure is a clear priority for President-elect Obama," says Bill Wilton, editor of Zacks Growth Trader looks to construction management firm, URS Corp. (NYSE URS) as his top idea for 2009.
"Typically, as we get down to the last page on the calendar, most market participants have a concrete opinion on what the next 12 months will bring.
"This year we have the benefit of the soon-to-be president of the United States telling us what to plan for, given his stated plans to focus on the nation's infrastructure.
"URS Corp provides a wide range of construction management and technical services for several industries that should benefit from the Obama's plan.
"The particularly relevant sectors include transportation, general building, and utilities. The company services government entities as well as private and institutional clients.
Continue reading Top Stock Picks '09: URS Corp. (URS)
Posted Jan 4th 2009 1:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Canada, Stocks to Buy, Green Stocks, Best Stocks for 2009
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.
"Like the U.S., Canada is looking to big infrastructure plans," says Roger Conrad. In The Canadian Edge, he looks to Bird Construction Income Fund (OTC: BIRDF) as his top pick for 2009.
The Canadian income stock specialist explains, "The U.S. isn't the only country about to pour billions into infrastructure; Canada is also making a big move. And Bird Construction will be a prime beneficiary of this infrastructure spending.
"Bird has been a dominant player in building design and construction services for more than 85 years. Today, the company literally has its hands in every province, supporting projects for everything from oil sands mining to school construction.
"Third quarter 2008 revenue surged 31.5%, pushing nine-month growth to 48.3% as earnings per share more than doubled from 2007 levels.
"Meanwhile, order backlog -- the best predictor of future growth -- rose to better than $1.2 billion (Canadian), up from $821 million a year ago and $969 million at the beginning of 2008.
Continue reading Top Stock Picks '09: Bird Construction Income (BIRDF)
Posted Dec 22nd 2008 10:14AM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Commodities, Stocks to Buy, Obama Picks
This post is part of a special report, A Dozen Ways to Play an Obama Building Boom.
Two advisors that specializes in income investing -- Mark Skousen and Nick Lanyi -- both turn to high-yielder, Southern Peru Copper (NYSE: PCU) as a contrarian play on building and infrastructure growth ahead.
Skousen, in his High Income Alert, he says, "Make no mistake, this is a contrarian play. But if you believe in buying straw hats in winter, PCU is an exceptional value at these levels."
"More than 2.9 billion pounds of copper are used in construction every year, primarily in plumbing and wiring, while electronic products use more than 1.9 billion pounds a year.
"Transportation equipment -- including cars, trains, planes and submarines -- uses more than 1 billion pounds a year.
"The manufacture of industrial equipment requires another 1 billion pounds annually. And consumer and general products, from cookware to church bells to pennies, require another 800 million pounds.
"Southern Peru operates the world's largest copper mine high in the Andes mountains, producing more than 800 million pounds of copper a year.
"Of course, the commodity bull market that was running at a full gallop in the first half of this year has stopped dead in its tracks. Copper prices are no exception. When building and manufacturing slow, so does the demand for the red metal.
Continue reading Southern Peru (PCU): Two income experts build gains in copper
Next Page >