Fast Money's Emerging Market Infrastructure Stock Plays
1412 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by barrons2
DESCRIPTION:

Date updated:04-16-2008

General Electric's (GE) infrastructure business, in particular, produced 35-40% of their revenue base and is expected to be 60% by the end of the decade. Most countries have put aside billions of dollars for infrastructure build-out. For example Russia has set aside $60 billion, so I think the money is absolutely there.

symbol name last price % change open
  • +
  • EOC
    Empresa Natl Elec
  • $34.14
  • -3.59%
  • $35.08

I like that side of GE's business, but unfortunately you can't just invest in that alone. However, there are companies that are more of an emerging markets infrastructure straight play. I recommend Empresa (EOC), Enersis (ENI) or Sabesp (SBS), Seymour says.

People owning EOC also tend to own: BRYLNGENIPRKEPSPIVE

TheStreet.com Rating: B What is this?

  • +
  • SBS
    Companhia Sanea A
  • $23.30
  • -5.97%
  • $24.54

I like that side of GE's business, but unfortunately you can't just invest in that alone. However, there are companies that are more of an emerging markets infrastructure straight play. I recommend Empresa (EOC), Enersis (ENI) or Sabesp (SBS), Seymour says.

People owning SBS also tend to own: ALLCHICCOPCRHDIIB.PKDVNESV

TheStreet.com Rating: C+ What is this?

  • +
  • ENI
    Enersis S A
  • $12.96
  • -1.97%
  • $13.22

I like that side of GE's business, but unfortunately you can't just invest in that alone. However, there are companies that are more of an emerging markets infrastructure straight play. I recommend Empresa (EOC), Enersis (ENI) or Sabesp (SBS), Seymour says.

People owning ENI also tend to own: AHOALAMTCELGGGGOOGGSF

TheStreet.com Rating: B- What is this?

Portfolio not tracked!

  • No Videos Found

Comments not available

ADD YOUR COMMENTS:

Cramer's Take on Top-Searched St...

Stocks were mixed yesterday after retailers reported their numbers for the Christmas season. Wal-Mart (WMT), the nation's largest retailer, said December sales at stores...

01.08.09 | 22:18 PM
Latest Activist Situations

Activist investing is never an easy task, but by following the latest activist filings, you can piggyback off of some of the smartest money managers and hedge funds ever. ...

01.08.09 | 18:19 PM
Jim Cramer's Portfolios of the Week

Jim Cramer is optimistic on the stock market for 2009. According to his analysis, the Dow Jones Industrial Average could produce a gain of 13.1% this year based on his pred...

01.08.09 | 17:35 PM
Cramer's Take on Top-Searched St...

Investors were spooked on Wednesday as bleak broad-based corporate outlooks and dismal employment data dominated headlines. Stocks experienced their largest drop in more t...

01.07.09 | 21:39 PM
more articles
How Do I.......Screens, Scans &a...
12.08.08 | 16:18 PM From author kos1
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZackAttack
Cartoon Thread
11.15.07 | 20:31 PM From author Gov. Peter Blagojevich
more forums
Q. Cramer has been pushing buying p...
01.09.09 | 00:05 AM Asked by Johnny1205

A. There IS an advantage to ariticulate
one's gameplan, whether a trader or an
investor.

As an investment (at least one year and
a day), NOV and RIG represent money in
the bank.

NOV is deep in the money (on hand) with
respectable backlog of orders and RIG is
best of breed deep sea driller currently
operating where the proven oil reserve
is for the future.

today 's lists
TheStreet.com TV Videos - Dec. 29

These are some of the stocks mentioned today on TheStreet.com TV. Click the link below each stock to watch the video. more

Latest Activist Situations

Here are the latest Activist or "13D" situations from the StreetInsider.com 13D Tracker page found at: http://www.13dtracker.blogspot.com/.... more

Large Cap Value Plays

This is a screen of large cap stocks, i.e. with market capitalizations greater than or equal to $5 billion that also have a P/E less than or equal to 15 and a quick ratio o... more