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Posts related to ‘Infrastructure’

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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Meredith Whitney’s Revenge: Alabama County Bankruptcy Is Largest Municipal Bankruptcy (JPM)

Posted: November 10, 2011 at 8:01 am

If you have been following the flow of news in municipal bond land, you know all about Meredith Whitney's grandiose calls for waves and waves of municipal bankruptcy fears.  The ...
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LED Lighting Boom Starts with a Whimper (LEDS, RBCN, CREE, VECO, AIXG, NEXS, EFOI)

Posted: November 8, 2011 at 10:41 am

Last Friday, the Chinese government announced a phase-out of incandescent light bulbs, beginning with eliminating 100-watt+ bulbs by the end of 2012 and 60-watt+ bulbs by 2014. The decision triggered ...
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Ten Indicators Predicting No Double-Dip Recession (AAPL, CAT, JPM, BAC, AA, MMM, FDX, BRK-A)

Posted: October 28, 2011 at 6:43 am

The economy remains in a climate with a very weak recovery.  There is still some good news though.  All of the recent calls for a "double dip recession" grew too loud and are ...
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Caterpillar Crushes Estimates With Strong Guidance (CAT, DE, JOYG, CNH, AGCO, MOO)

Posted: October 24, 2011 at 9:35 am

Excluding the impacts of absorbing its recent acquisition of Bucyrus International, Inc., Caterpillar Inc. (NYSE: CAT) posted an all-time high in sales, revenue, and profits in the third quarter. Even ...
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Solar Adding More Jobs (FSLR, SPWRA, STP)

Posted: October 18, 2011 at 11:55 am

The number of jobs in the US solar industry has risen by 6.8% year-over-year from August 2010 to August 2011. Over 100,000 people are now employed in making, selling, and ...
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Expected Upside Gains for Leading Metals Companies (X, NUE, STLD, NEM, ABX, SLW, FCX, SCCO, TIE, AA, MCP)

Posted: October 13, 2011 at 2:28 pm

Companies focused on mining and metals have been experiencing high volatility this year based on both the overall global economy and, in some cases, expected demand, especially from China. We ...
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Iran’s Ayatollah Cheers for “Occupy Wall Street”

Posted: October 12, 2011 at 5:34 pm

The “Occupy Wall Street” movement has been supported by many, yet criticized by many as well. How does one cover such a controversial issue that runs this deep and when ...
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Alcoa Avoids Recession, But… (AA, CENX, KALU, ALUM)

Posted: October 11, 2011 at 5:04 pm

Alcoa Inc. (NYSE: AA) is going to be a case study for how strange this new earnings season is going to be.  The company is not describing a recession.  It ...
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Utilities Merger in Jeopardy (EXC, CEG, ETR, AEP)

Posted: October 7, 2011 at 11:02 am

When Exelon Corp. (NYSE: EXC) and Constellation Energy Group, Inc. (NYSE: CEG) agreed in April to an $8 billion dollar merger, the companies promised the state of Maryland, home to ...
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How to Make a Profit on Global Warming

Posted: October 6, 2011 at 6:25 am

The enterprising can find a way to make money on almost anything. Scandinavian shipowners claim that the melted Arctic ice cap has created shipping lanes that will make ocean transport ...
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Drop in Copper and Corn Prices May Be Overrated (FCX, SCCO, BHP, RIO, MON, ADM, BG, POT, MOS, VLO, PEIX, JJC, CU, CORN, MOO, DBA)

Posted: October 5, 2011 at 10:45 am

Since the beginning of September, copper and corn prices have fallen dramatically, with copper off nearly -35% from its 12 month high and corn off about -25%. Because both are ...
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Utilities Replacing CDs and Bonds as the Best Retirement Investments (XLU, IDU, UTG, AEP, FE, PPL, AWK)

Posted: October 4, 2011 at 1:12 pm

The government bond market pays investors nothing now. The 5-Year Treasury Note, a staple for retail investors historically, pays a dismal 0.86%. The appeal of this duration would also appeal to ...
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