Jacobs Engineering Group, Inc.

  • Shareholders Have Oversold Lennar

    By Phillip Woolgar - August 17, 2013 | Tickers: JEC, LEN, PHM

    If you thought all construction stocks have taken off to a price that couldn't possibly be justified, take a look at this undervalued gem. It could be your ticket to investing in the construction business and securing the returns that you demand of each and every company that is worthy of your portfolio. Is the run-up in price of every construction stock justified? No! But this one has fallen more »

  • The Best Risk/Reward in Engineering

    By Matthew Frankel - August 14, 2013 | Tickers: FLR, FWLT, JEC

    With the improving economy, both in the United States and in most of the emerging markets worldwide, engineering firms should be very well positioned to profit. With an expected increase in infrastructure spending as well as residential and commercial construction, there should be no shortage of money to be made in the coming years. There are many good choices in the sector, with my personal favorite being Foster Wheeler (NASDAQ: FWLTmore »)

  • Is This Company Poised for Growth?

    By usman iftikhar - July 17, 2013 | Tickers: FWLT, GLPW, JEC

    Global Power Equipment (NASDAQ: GLPW), a Texas-based designing, engineering, and manufacturing company, provides a wide range of equipment and services to the global power infrastructure and process industries. The company recently acquired one of its privately held competitors, IBI Power. In May 2013, it had also acquired Hetsco.

    This article assesses these acquisitions in terms of the prospective impact on the company’s financial stability.

    Industry outlook

    The global demand more »

  • This Stock Can Boost Your Portfolio's Infrastructure

    By Marshall Hargrave - June 30, 2013 | Tickers: FLR, JEC, URS

    One of the great infrastructure plays now appears to be on sale. Fluor's (NYSE: FLR) stock has been pushed down over 6.5% during the past week, and despite the rebound in the U.S. economy, Fluor is still grossly under-performing the S&P 500.

    <img alt="" src="http://media.ycharts.com/charts/92bdfe076f6f82a041b055a2cb1daa9c.png" />

    Things should change going forward. In what appears to be a robustly competitive engineering and construction market, Fluor is the market leader, with nearly more »

  • A Company With Services That Customers Need, Not Want

    By Mark Lin - May 6, 2013 | Tickers: FRM, JEC, TISI

    It is important to differentiate between needs and wants when it comes to assessing companies as investment candidates. Team (NYSE: TISI), which provides specialty industrial services related to maintenance of piping systems, is an example of a company which delivers non-discretionary “need to have” services to customers.

    Moats that matter

    Piping systems are subject to hydraulic and corrosive stresses. Team's customers are not likely to be penny-wise and pound-foolish more »

  • The coming infrastructure boom

    By Todd Peterson - April 23, 2013 | Tickers: ACM, JEC, STRL, TPC, URS, VMC

    If there is a common thread in the history of America’s growth to global economic dominance in the 20th century, it is the story of our collective investment in a public infrastructure. This era saw massive investment in public roads, public water and wastewater systems, urban public transit systems, aviation, ports, energy, and the schools to develop and maintain a skilled labor force. One might observe that this more »

  • On Track To Go Private

    By Mike Thiessen - April 4, 2013 | Tickers: ES.DL, FLR, JEC

    After making additional regulatory filings in late February, EnergySolutions (UNKNOWN: ES.DL) appears on track to take itself private in a deal valued at around $1.1 billion in the aggregate. At the same time, the company has provided updated guidance that hints at a potential turnaround in its sliding revenues. Although this may come too late for regular investors who wish to get in on the current deal, it does more »

  • Glenview Nears 6% of This Technical Services Company

    By Meena Krishnamsetty - March 18, 2013 | Tickers: ACM, FLR, JEC, KBR, URS

    Glenview Capital, a hedge fund managed by Larry Robbins, owned 4.6 million shares of URS Corp (NYSE: URS), a $3.5 billion market cap company providing engineering and technical services, according to a recent filing with the SEC. We, at InsiderMonkey, track quarterly 13F filings from hedge funds such as Glenview and other notable investors; while we primarily work on developing investment strategies based on the included information (for more »

  • The State of the Union and Infrastructure Stocks: Time to Make a Move

    By Nate Wooley - February 12, 2013 | Tickers: ACM, JEC, KBR, SHAW.DL, URS

    If, as is being reported, President Obama makes the main focus of his State of the Union speech not the hot button, front of the discussion topics of debt, immigration and guns but instead the economy and infrastructure renewal in the United States, it will be a not-so-quiet statement that he's taking his second term seriously. More seriously than many of his supporters and detractors, frankly.

    Infrastructure improvement and more »

  • These Companies Could Benefit from Infrastructure Priorities

    By Nate Wooley - January 23, 2013 | Tickers: FLR, JEC, KBR, PWR

    The world has a lot of construction needs at the moment. Beyond housing construction, governments, and large corporations around the world are backed up on infrastructure development. According to the McKinsey Global Institute nations around the world are going to need $57 trillion worth of infrastructure construction by 2030 to keep pace with global GDP growth.

    That is a lot of construction.

    It's spending we could use, too. I more »

  • Buy Jacobs Engineering Group on Improving Architectural Spending

    By Brendan O'Boyle - December 31, 2012 | Tickers: JEC, KBR, SHAW.DL | Editor's Choice

    Few professionals have brighter hopes in the near future than architects.  The Architecture Billings Index recently rose for the fourth consecutive month to a new post-recession high.  It appears that architecture is back after languishing for years during the Great Recession.  It is expected that a large amount of pent-up demand exists for architectural services and one company that should benefit is Jacobs Engineering Group (NYSE: JEC).

    But why pick more »

  • Why Are Jim Chanos and Jim Simons Betting on This Infrastructure Giant?

    By Meena Krishnamsetty - October 4, 2012 | Tickers: CBI, FLR, JEC, KBR, SHAW.DL

    In July, Chicago Bridge and Iron Company N.V. (NYSE: CBI) announced plans to acquire Shaw Group Inc. (UNKNOWN: SHAW.DL) at $46 per share. Chicago saw an over 15% drop in its shares on the Shaw acquisition news. On the other hand, shares of Shaw were up over 50%. The acquisition price for Shaw is $46, while the company is currently trading at less than $44 a share.

    At the more »

  • Heavy EPCs Take Advantage of Global LNG Boom (Part 1)

    By Bobbie Johnson - March 13, 2012 | Tickers: CBI, FLR, JEC, KBR, TOT

    In January 2012 Japan’s Inpex and French energy giant Total (NYSE: TOT) launched a multibillion dollar project called Icthys in order to take advantage of the liquefied natural gas (LNG) boom in northwest Australia. The project requires a 500 mile sub-sea pipeline routing between offshore natural gas fields and Darwin, Australia. Once in Darwin the gas is then liquefied in refrigeration trains for export.

    Total is not the only more »

  • Price The Market Part 42

    By Glen Bradford - January 14, 2012 | Tickers: ACT, CBE, JEC, JOY, ZMH

    Hello and welcome to my journey of pricing the S&P500 companies, one at a time. I started Dec. 6, 2011. Let's keep going.

    276. Watson Pharmaceuticals (NYSE: ACT) is down from $70 where it topped in 2011. At the present price of around $62, I think that there is a little upside here. Target: $63-$68. My 2012 EPS estimate is $5.60, which puts this at a more »