Quantcast

Posts related to ‘Infrastructure’

After the Sell-Off: Value & Upside In Major Industrials (APD, BA, CAT, DE, DOW, DD, DHR, ITW)

Summer can often be an interesting time in the markets and so far the "Sell in May and go away!" them has worked.  What has also taken place is that ...
Read Full Story »

MLP Investors Have to Weigh Risks vs. Rewards This Summer (EPD, KMP, PAA, OKS, ETP, EEP, AMJ, AMLP, KYN)

The world of master limited partnerships (MLPs) has brought great reward to investors in recent years. 24/7 Wall St. wants to know if the enthusiasm can stay in this sector ...
Read Full Story »

RailAmerica, Another Buffett-Type Buyout Possibility

When Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-B)(NYSE: BRK-A) made the acquisition of Burlington Northern Santa Fe, the speculation was that more rail mergers could be expected.  After all, ...
Read Full Story »

Solar Tariffs Bring Risks & Rewards (FSLR, SPWR, STP, TSL, LDK, GTAT, TAN)

Solar stocks are going to again be under a focus on Friday after the Commerce Department tariffs on Chinese solar products was far higher than originally projected.  Duties will be ...
Read Full Story »

Farm, Construction Machinery Remains Solid

Deere & Co. (NYSE: DE) reported fiscal second-quarter results this morning that topped estimates by a solid margin. The farm and construction equipment maker posted EPS of $2.61 on revenue ...
Read Full Story »

Rail Car Maker Doubles EPS Estimate (RAIL, ARII, GBX, CSX, UNP, CP)

The past year has not been particularly kind to rail car makers. That may be changing, with FreightCar America Inc.’s (NASDAQ: RAIL) first quarter earnings report out this morning. Despite ...
Read Full Story »

How Bad Are Things in the Garbage and Waste Management Sector? (WM, RSG, WCN, BIN, ECOL, VLO)

The garbage and waste management sector is supposed to be a futurist’s delight. There are generally large barriers to entry for new players and most geographies are controlled by regional monopolies or ...
Read Full Story »

Sell In May And Go Away? A 2012 Primer (BAC, JPM, GE, AA, CAT, MSFT, INTC, AAPL, XOM, CVX, DD)

It is that time of year again.  It is time to ponder the theory of pricing in a summer slowdown, whether it actually happens or not.  In short, is time ...
Read Full Story »

Earth Day Tainted By Billions In Alternative Energy Losses (FAN, QLCN, TAN, KWT, PWND, PBW, FSLR, SPWR, WFR, XOM, CVX, BP, CREE, TSLA)

Earth Day is April 22, 2012, which is this Sunday.  Many Americans and many people elsewhere will be thinking about how they can be more green.  Sadly, there are going ...
Read Full Story »

Much Higher Rare Earths Reserves (MCP)

Molycorp, Inc. (NYSE: MCP) may have sold off in recent days but there is some better news for the long-term outlook of this company's business prospects pertaining to rare earth ...
Read Full Story »

Obama Speech Attacks Oil & Gas Subsidies (XOM, VLO, CHK, FSLR, USO)

In a "we versus them" speech today, President Obama again called for the end of subsidies for oil and gas companies.  His speech talked about the global opportunities that the ...
Read Full Story »

Foster Wheeler Subsidiary Gets Investment Grade Rating from Moody’s (FWLT)

Foster Wheeler LLC, a subsidiary of Swiss-based construction firm Foster Wheeler AG (NASDAQ: FWLT), snagged a ratings boost from Moody’s today. The company’s debt is now rated ‘Baa3’ with a ...
Read Full Story »

More Caution Remains in LED Sector (AIXG, VECO, RBCN, CREE)

Canaccord Genuity is bringing up more caution in the LED sector this Monday.  The analyst team is attributing recent strength due to restocking and double ordering.  Canaccord's rating call is ...
Read Full Story »

World Water Day’s Top Pick: American Water Works (AWK)

Did you know there is even a World Water Day?  You should.  The future of water is dire and most Americans do not know what a challenge it is in ...
Read Full Story »

AEP Formalizes Plant Closures, Power Grid Trouble Ahead? (AEP)

American Electric Power Company (NYSE: AEP) is making its closure plans official.  The power generator and utility has made its notifications to the PJM Interconnection and Southwest Power Pool to retire ...
Read Full Story »