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

-
CBI
Chgo Bridge & Iro - $18.73
- -0.27%
- $18.69
Infrastructure - missed runup?

-
CAT
Caterpillar Inc - $59.04
- +1.79%
- $58.02
Infrastructure - long term?

-
FLR
Fluor Cp (new) - $44.10
- +2.13%
- $44.21
Infrastructure - long term?

-
ACM
Aecom Technology - $26.47
- 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 - $31.40
- +0.54%
- $31.49
No Analysis added

-
ABB
Abb Ltd - $19.21
- +1.05%
- $19.11
No Analysis added

-
JEC
Jacobs Engineerng - $36.61
- +1.75%
- $36.06
No Analysis added

-
MDT
Medtronic Inc - $43.18
- -0.16%
- $42.95
No Analysis added
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