Date updated:07-24-2008
My own GI mini-fund

-
CBI
Chgo Bridge & Iro - $19.29
- -1.33%
- $19.20
Infrastructure - missed runup?

-
CAT
Caterpillar Inc - $57.60
- -0.67%
- $57.38
Infrastructure - long term?

-
FLR
Fluor Cp (new) - $45.40
- +0.33%
- $45.07
Infrastructure - long term?

-
ACM
Aecom Technology - $25.27
- 0.00%
- $N/A
More Global Infrastructure (From Seeking Alpha) - Conclusion - ACM has a very nice revenue mix from government contracts and private contracts. They rank #1 or #2 in US companies in engineering and consulting services for the following sectors: Mass Transit and Rail; Airports; Marine and Ports; Highways; Bridges; Educational Facilities; Government Offices; Correctional Facilities; Sewage & Solid Waste. That is one impressive list. Factor in the clean balance sheet post-IPO and the strong cash position and this is an easy recommend in range. Note - With 35 million shares (15 million from insiders) in the offering this is a bulky deal. It is also a low margin business. While ACM has enough going for it to make this a very easy 'recommend' in range, I'm less constructive the higher the pricing/open. This is not the type of company or offering you want to pay way up for, however ACM IPO does offer a nice mid-term risk reward opportunity in pricing range.

-
FWLT
Foster Wheeler Ag - $31.26
- -0.76%
- $31.03
No Analysis added

-
ABB
Abb Ltd - $19.52
- +0.98%
- $19.30
No Analysis added

-
JEC
Jacobs Engineerng - $43.81
- -1.04%
- $43.86
No Analysis added

-
MDT
Medtronic Inc - $37.97
- -1.17%
- $38.37
No Analysis added
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A. The only one I own : SLX,
too hard pick a winner out all of them
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