CMCO provides heavy lifting equipment for commercial and industrial infrastructure companies in the U.S. and internationally. They are a small cap consttruction company that would be easier to buy than to create. The PEG on CMCO is .92 and the industry average is 1.48. Can you say value? Maybe I should say takeover.

ESV is an offshore contract drilling company. Ensco is expanding its offshore "Deep Water Drilling." They are increasing their offshore deep water wells from one to four over the next 2 to 3 years. I think with the RIG and GSF merger almost complete, ENSCO, an $8 billion company is a fantastic fit for the giantic new Transocean. Once again, it is easier to aquire new offshore deep water oil wells than start new ones. By the way, the PEG on ESV is .27 and the industry sector average is 1.05

VCLK is another example of it is easier to buy existing companies that are up and running than to build a new one. ValueClick operates online advertising services for advertisers. It owns software in may areas such as marketing, shopping and technology. VCLK is another value vehicle ready to ramp. While VCLK is on par with its PEG, the attractions is the lack of competions in this sector.

ACM is an infrastructure management company that is another play on the theme of consolidation in the infrastucture industry. ACM has domestic as well as international business. The PEG on ACM is 1.39 and the industry average is 1.59. ACM is a $3 billion cap company which leaves tons of room for growth.

CRM is a missing link in the online arsenal of efficient and effective business models in the employ of Google. Customer Relationship Management (CRM) is the newest online tool that helps to empower marketing firms automate their customers and customer data. I think Goolge wants this monopoly of software management. The PEG is off the chart, but the business model is firing on all cylinders.

GWR operates railroads in the U.S. and other countries around the world. GWR has debt but it also has something a lot of the other larger railroad operators would love and possiblly operate in a more efficient manor. GWR is also in the enviable position to acquire other railroads but their debt may hinder their aspirations. GWR has a PEG of 1.37 and the sector average is 1.04. Time will tell.