theFenWay Global Infrastructure
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Created by Frank Fen
DESCRIPTION:

Date updated:07-24-2008

My own GI mini-fund

symbol name last price % change open
  • +
  • CBI
    Chgo Bridge & Iro
  • $10.37
  • -21.14%
  • $12.93

Infrastructure - missed runup?

People owning CBI also tend to own: APABGCBHPIPSSSRIAPCAPP

TheStreet.com Rating: C What is this?

  • +
  • CAT
    Caterpillar Inc
  • $36.52
  • -5.95%
  • $38.08

Infrastructure - long term?

People owning CAT also tend to own: AIGALLBACCCBSCOPCVX

TheStreet.com Rating: B What is this?

  • +
  • FLR
    Fluor Cp (new)
  • $37.15
  • -9.90%
  • $40.41

Infrastructure - long term?

People owning FLR also tend to own: AAPLAPAAUYBPCCMECOP

TheStreet.com Rating: B What is this?

  • +
  • ACM
    Aecom Technology
  • $17.19
  • -8.32%
  • $18.25

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.

People owning ACM also tend to own: ABBADVNBBIIBBRCDCELGESLREWS

TheStreet.com Rating: C- What is this?

  • +
  • FWLT
    Foster Wheeler
  • $24.82
  • -13.22%
  • $27.77

No Analysis added

People owning FWLT also tend to own: AIGBACCPWRDISGSHAL

TheStreet.com Rating: B What is this?

  • +
  • ABB
    Abb Ltd
  • $13.96
  • -10.05%
  • $14.20

No Analysis added

People owning ABB also tend to own: ACEAMATCCSCODOWFFCX

TheStreet.com Rating: A+ What is this?

  • +
  • JEC
    Jacobs Engineerng
  • $33.63
  • -14.08%
  • $37.71

No Analysis added

People owning JEC also tend to own: AKAMCMGFCXGOOGRIGTJXCHL

TheStreet.com Rating: A- What is this?

  • +
  • MDT
    Medtronic Inc
  • $39.63
  • -3.58%
  • $40.74

No Analysis added

People owning MDT also tend to own: AAPLADBEBBYCMCSAGOOGJCPORCL

TheStreet.com Rating: B- What is this?

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Start Price

Return Value

Start Date
CBI 38.18 -72.84% May 22nd
CAT 74.85 -51.21% May 22nd
FLR 100.49 -63.03% May 22nd
ACM 23.95 -28.23% May 22nd
FWLT 64.58 -61.57% Jul 11th
ABB 26.80 -47.91% Jul 11th
JEC 73.04 -53.96% Jul 11th
MDT 53.12 -25.40% Jul 11th
URS 38.62 -41.27% Jul 11th
HAL 47.99 -63.24% Jul 11th
TEX 50.12 -66.64% Jul 24th

Average return:

 -20.84%

Success rate:

 0%

Deleted Stocks:
T 40.55 -5.10% May 22nd
INTC 22.63 -3.36% May 22nd
STX 20.86 +3.64% May 22nd
AMLN 45.19 -28.48% May 22nd
FMD 37.15 -80.05% May 22nd
CCRT 35.27 -75.02% May 22nd
MRH 18.75 -11.73% May 22nd

Tracking Started: 05-22-2007

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