Fast Money's Emerging Market Infrastructure Stock Plays
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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?

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