“The homogeneity of infrastructure stocks is hilarious. Aecom (ACM) has nothing whatsoever to do with Fluor (FLR) or Foster Wheeler (FWLT), but the sector analysis is all that matters these days, so they take up everything. Aecom is directly related to municipality spending, and that's the House and the Senate bill, so when you add that to the quarter you can see tons of upside. But Foster Wheeler? It is an oil play. Period. Fluor does some government building but is more of a big builder of corporate buildings. Shaw (SGR) and McDermott (MDR) get legs and they are completely different from ACM, almost entirely power-related. Remember, when you think about ACM, you should be thinking about things like the Second Avenue Subway in New York, which got a ton of financing in the congressional stimulus plan. The real oddity? URS (URS). That's the most similar to Aecom -- in fact, I could argue it is a clone. Yet it is barely up. I like the company very much even though it has had spotty earnings. This market is totally nuts in its extrapolations, no doubt totally related to the various ETFs that makes everything trade together, especially stocks that shouldn't!”

From a recent Mad Money show:"You have to wait for a pull back on this one. I'm sticking by it, but I know you can get a pull back and then you can pull the trigger."

From a recent Mad Money show:"You have to wait for a pull back on this one. I'm sticking by it, but I know you can get a pull back and then you can pull the trigger."

From a recent Mad Money show:"I like Baldor. This is one of these great industrials that's been beaten down. I want to be a buyer, even if the economy doesn't come back. It's just way too cheap."

From a recent Mad Money show:"This is one of my four horseman of tech that are on a move. But you do not need to pay up for it, wait for a pullback."

From a recent Mad Money show:"No, this is very windmill and alternative energy related and it doesn't have enough juice for me. It's a don't buy."

From a recent Mad Money show:"They've cut the dividend and cut prices in order to keep share but I'm bullish for the 5% yield."

From a recent Mad Money show:"I'm stumped. I'm concerned with their dividend. If housing doesn't bottom, I think they might be dead in the water. But I share the idea that this might be a good level to get involved."