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Posts related to ‘Infrastructure’

Full 360-Degree Earnings Preview For GE (GE, UTX, MMM)

Posted: January 19, 2012 at 5:34 pm

General Electric Co. (NYSE: GE) is set to report earnings on Friday morning of $0.38 EPS on revenues of almost $40.2 billion.  If the stock's performance is any barometer, let's ...
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Reports Say President Will Kill Keystone XL Pipeline (TRP, KMI)

Posted: January 18, 2012 at 1:03 pm

Just before Congress left town for the holiday, it passed and President Obama signed a bill to extend payroll tax cuts for two months. The bill included a provision demanding ...
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The BRIC Cheer: Stimulus Coming To India (EPI, PIN, IFN, IIF, INFY, TTM, IBN, SLT)

Posted: January 18, 2012 at 11:22 am

India could finally be starting to turn itself around.  Now that the nation is no longer so ultra-concerned about inflation tearing apart its population, the country is aiming for some ...
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Alcoa, When Bad Earnings Should Be Good Enough & Priced In (AA)

Posted: January 9, 2012 at 4:15 pm

Alcoa Inc. (NYSE: AA) has kicked off earnings season.  Expectations were not very high about the fourth quarter and expecting any great guidance seemed a bit misplaced if you have ...
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Molycorp: Attractive for 2012, With Some Risks at Stake (MCP, AVL, REMX)

Posted: December 23, 2011 at 10:01 am

Molycorp, Inc. (NYSE: MCP) is a stock that we started to really pan when the stock went up into the $60s and even into the $70s. It was a bubble ...
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MLP 2012 Sector Breakout? Outlook, Charts, Income (EPD, KMP, MWE, PAA, WPZ, MMP, BPL, EPB, KYN, AMJ, AMLP)

Posted: December 20, 2011 at 10:41 am

This is an interesting point in time for the sector of Master Limited Partnerships (MLPs).  The oil and gas business could greatly unlock much of the domestic unemployment woes (and ...
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United Rentals, From Failed Private Equity Buyout To Acquirer (URI, RRR)

Posted: December 16, 2011 at 6:21 am

United Rentals, Inc. (NYSE: URI) is a leftover public company from the wave of failed private equity buyouts (of Cerberus) right before the recession took hold.  As far as infrastructure building ...
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NTSB Recommends Ban On Driver Phone & Device Use (VZ, T, S, LOGI, AMT, CCI)

Posted: December 13, 2011 at 1:58 pm

Have you been hit or almost been hit by a car driver talking on their cellphone?  Thousands of Americans have died as a result of phone-use related accidents.  Thousands more ...
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In Defense of MLPs For 2012 (EPD, KMP, MWE, PAA, WPZ, MMP, BPL, EPB, KYN, AML, AMLP)

Posted: December 7, 2011 at 2:20 pm

With many Master Limited Partnerships (MLPs) trading at or even above some of their expected target prices, we wanted to take a year-end look into the sector to see where ...
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Cisco and the Zettabytes Internet

Posted: November 30, 2011 at 6:18 am

Almost no one knows what a zettabyte is. Cisco Systems (NASDAQ: CSCO) uses the term to measure the volume of data center IP traffic. According to the router giant, “Annual ...
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Farming Pays Big: Higher Income & Asset Values Drive Farming in 2011 into 2012

Posted: November 29, 2011 at 6:31 pm

The next time you sing "Old McDonald Had a Farm" you might want to consider that it is really "Rich Man McDonald" if the USDA report is as clear as ...
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Nokia-Siemens Success Story… 17,000 Layoffs Heading To Europe & Beyond (SI, NOK)

Posted: November 23, 2011 at 8:19 am

The Europeans do not celebrate Thanksgiving.  That is a good thing today, because some 17,000 workers in Europe and elsewhere under the Nokia-Siemens Networks venture are going to be fired ...
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Pipeline Reverses Refiners Fortunes… An Apparent Overreaction (ENB, COP, VLO, MPC, TSO, WNR, CVI, XOM, CVX, BP, EPD, TRP, RDS-A)

Posted: November 17, 2011 at 9:10 am

The announcement from Enbridge Inc. (NYSE: ENB) that it would acquire the 50% stake in the Seaway pipeline system owned by ConocoPhillips Corp. (NYSE: COP) and reverse the pipeline's flow ...
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Huge Upside Valuation Calls in Water Utilities (AWK, WTR, CWT, AWR)

Posted: November 16, 2011 at 11:42 am

There remains substantial value, growth, and income opportunity in the water sector.  This has been our take for some time, and a report out of Gabelli & Company this morning ...
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Administration Punts Keystone Pipeline Decision

Posted: November 11, 2011 at 6:31 am

The Obama administration must believe that environmentalists, particularly those in Nebraska, will hit the polls in force when the 2012 national election comes. The State Department said it would delay a ...
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