Najarian is mixed on the market but even if it pulls back he's longer term bullish because the S&P is making higher lows. "I’m a believer in the engineering stocks, says Pete Najarian. I’d look at Shaw Group (SGR), McDermott (MDR) and Fluor (FLR)."

I like what’s happening with the big integrated names, said Pete Najarian. And on a side-note I’m keeping an eye on Shaw Group (SGR). Options action suggests there’s a lot of excitement in that space.

Nuclear construction exposure

strong growing backlog unlikely to be canceled and reasonably valued

From a recent Mad Money show:"I am no longer that excited about infrastructure, but Shaw's got nuclear too and I think it's a good one up to $30."

Great engineering / services company.

Shaw (SGR) and McDermott (MDR) get legs and they are completely different from ACM, almost entirely power-related. Remember, when you think about ACM, you should be thinking about things like the Second Avenue Subway in New York, which got a ton of financing in the congressional stimulus plan.

Power Plant creation.

From a recent Mad Money show:"This was going to be really good if McCain won. It's not in favor. I'm not recommending it up here. "

double money

lost big 4Q 2007

Cramer

Poor management and execution. Management takes 50% of profits that exceed budget!