Obama's plan calls for major investment in the country's roads and bridges, said Cramer, and that's why stocks like Chicago Bridge & Iron (CBI) sound like the natural choice. That is, until investors realize that 55% of CBI's revenues come from the liquified natural gas industry and not from roads.

From a recent Mad Money show:"They missed the quarter really, really badly. I've never seen an industry detonate like this before."

Going into today's session, if you added up the market caps of the big six infrastructure companies -- McDermott (MDR), Foster Wheeler (FWLT), Shaw Group (SGR), Jacobs Engineering (JEC), CBI (CBI) and Fluor (FLR) -- they were not equal to the market cap Fluor had last June.

I think you can find value in the resource sector on Obama's promise of infrastructure spending. If you want Obama trades look at Illinois Tool Works [ITW] and Chicago Bridge [CBI],” Joe Terranova said.

To me there's no opportunity here for now. I am watching Foster Wheeler (FWLT) get hammered after hours because of Chicago Bridge & Iron (CBI).

From a recent Mad Money show:

"They did a bad job and blew the quarter; you just can't buy them here. I'm begging you not to buy this one. All of the others are doing well; this one's the runt of the litter now."

the bridge to somewhere

Chicago Bridge & Iron (CBI) was downgraded from Buy to Hold, Citigroup said. $44 price target. Company added little to its backlog, and both sales and margins fell short of expectations.

Najarian said he won't play China because he prefers to play infrastructure using U.S. stocks such as Fluor (FLR), Foster Wheeler (FWLT) and Chicago Bridge & Iron (CBI).

At about 46.50, the 119-year-old company's ADRs trade at 18.6 times projected 2008 profits -- not obviously cheap, but more approachable compared with the 26.4 multiple for the red-hot construction and engineer group. While Street analysts are largely bullish on the stock, it still trades 30% shy of their consensus target. A debt-free balance sheet further enhance its appeal as a safe, solid bet in an increasingly wobbly world.

Not sure why CBI is not following MDR and FWLT. It's being a dog.