KBR, Inc.

• 2 Engineering & Construction Stocks to Buy, 1 to Hold

  By Zain Abbas - May 13, 2013 | Tickers: CBI, FWLT, KBR

  Recently held Offshore Technology Conference in Houston has brought along some important takeaways for the investors in Engineering & Construction (E&C) companies. In my earlier posts, I have been emphasizing on how the E&C sector has been a main beneficiary of the shale gas boom which promises to bring multi-billion dollar investment cycle in this industry.

  Offshore Opportunities

  This post is more focused on the offshore related opportunities that more »

• Big, Low-Risk Profits From Natural Gas In An Unexpected Place

  By Ken McGaha - May 13, 2013 | Tickers: DD, FLR, KBR, DOW

  Massive new supplies of natural gas discovered in the U.S. have caused the domestic price to fall as much as 70% below the price paid in some other countries. While these low prices have not been favorable for the operating results of the businesses selling natural gas, it is creating a windfall for businesses that are big consumers of it; but the big profits for investors will come from more »

• 3 Stocks to Buy on Shale Gas Boom

  By Zain Abbas - April 10, 2013 | Tickers: CBI, FLR, KBR

  Engineering & Construction (E&C) companies have been a bright spot in the industrial space, especially after the shale gas boom opened up multi-billion dollar investment opportunities in the infrastructure arena. In fact, Goldman Sachs believes that energy infrastructure stocks are expected to attract $57-65 billion in five projects, namely gas processing, fractionation, petrochemicals, LNG exports and gas power. Apart from that, there are some stock-specific characteristics as well that have more »

• 3 Stocks to Buy on Shale Gas Boom

  By Zain Abbas - April 8, 2013 | Tickers: CBI, FLR, KBR

  The Engineering & Construction (E&C) companies have been a bright spot in the industrial space, especially after the shale gas boom has opened up multi-billion dollar investment opportunities in the infrastructure arena. In fact, Goldman Sachs believes that energy infrastructure stocks are expected to attract $57-65 billion in five projects namely: gas processing, fractionation, petrochemicals, LNG exports and gas power. Apart from that, there are some stock specific characteristics as 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 »

• 3 Beneficiaries of the Shale Gas Boom

  By Masam Abbas - February 13, 2013 | Tickers: CBI, FLR, KBR

  The shale gas revolution has brought a new life in many sectors that were otherwise neglected by investors. Energy infrastructure companies were one such group. Given the abundant supply of natural gas, economists have suggested the government export some of it, which will not only bring foreign remittances but also help to maintain a balance between supply and demand of natural gas. When it comes to energy infrastructure companies and 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, 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 »

• Technical Services Companies to Watch in 2013

  By Shweta Dubey - January 2, 2013 | Tickers: ACM, KBR, URS

  The Engineering and Construction (E&C) market, which has been running at a slow pace in recent years, is showing recovery signs. Selected sector opportunities have emerged as a significant growth factor for E&C companies over the near term, in the form of new bookings with revenue growth to follow. Lower spending in the past has created a potential investment deficit that now opens new roads of long term more »

• Buy Jacobs Engineering Group on Improving Architectural Spending

  By Brendan O'Boyle - December 31, 2012 | Tickers: JEC, KBR, SHAW |

  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 »

• The Best Way to Ride LNG Exports

  By Piyush Arora - December 12, 2012 | Tickers: LNG, CVX, CBI, KBR

   

   

   

   

   

• Great Companies That Top Investors Are Buying

  By Federico Zaldua - November 7, 2012 | Tickers: GDI, GPN, JIVE, KBR

  I think investors should consider companies with improving fundamentals and attractive valuations. In the article I will detail several stocks with improving fundamentals that top institutions were adding to their portfolios. As I explained in a related blog post in Warren Trades, it is important to track hedge fund holdings because institutions have more resources than an individual investor to analyze fundamentals of any company. 

  Gardner Denver

  The first company 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

  In July, Chicago Bridge and Iron Company N.V. (NYSE: CBI) announced plans to acquire Shaw Group Inc. (NYSE: SHAW) 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 »

• Analyzing CB&I’s Shaw Group Acquisition

  By Ashish Sharma - August 3, 2012 | Tickers: CBI, KBR, SO, SHAW

  Recently, Chicago Bridge & Iron Company N.V. (NYSE: CBI) announced its intention to purchase The Shaw Group Inc. (NYSE: SHAW) for $46 per share, a 72% premium to Shaw’s pre deal closing price of $26.69 per share. CB&I will pay $41 per share in cash and $5 per share in CB&I stock. The cash part is expected to be financed by cash on the balance sheets more »

• Defense Companies Under Fire

  By Tony Daltorio - June 25, 2012 | Tickers: KBR, LMT, MANT, NOC

  As many investors in the sector already know, military spending cutbacks loom over the defense industry. Pentagon spending going forward may be slashed by up to $500 billion. That is why the largest defense contractors including Lockheed Martin, Boeing, General Dynamics and Raytheon spent a combined $33.4 million on lobbying in the nation's capital last year, hoping to pare the cuts. And defense company spending on Washington lobbying more »

• Is Apple In A League Of Its Own?

  By Keith Speights - April 25, 2012 | Tickers: AAPL, CF, CMI, KBR, SLW

  There they go again. Apple (NASDAQ: AAPL) blew away all expectations in its earnings release on April 24th. Mr. Roget doesn’t have enough superlative adjectives in his thesaurus to adequately describe the powerhouse that Apple is. If you had to pick one and only one company to buy, you would be hard pressed to come up with a better one than Forrest Gump’s fruit company. Conventional wisdom is 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 »

• Heavy EPCs Take Advantage of Global LNG Boom (Part 2)

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

  In 2000 the price of natural gas spiked leading to an influx of U.S. LNG import facilities. Added to the shale gas boom, the U.S. gained a definitive price advantage in global markets. Even though the global market demand is strong the U.S. has only one working LNG export facility in Kenai, Alaska. This limits the country’s ability to benefit fully from the demand. The good more »