• Hedge Fund Peconic Partners’ Top Picks

    By Meena Krishnamsetty - July 18, 2013 | Tickers: DY, FTK, MTZ, PWR, RGC

    William Harnisch founded Peconic Partners in 2000 after 22 years at Fosrtmann-Leff Associates, where he eventually became President and CEO. We track Peconic’s quarterly 13F filings alongside those of hundreds of hedge funds and other notable investors, having learned that the information in these filings can be useful in developing investment strategies (for example, we have found that the most popular small cap stocks among hedge funds outperform the more »

  • Best Names to Buy in E&C and Machinery

    By Zain Abbas - June 21, 2013 | Tickers: CMI, MTZ, NAV

    I recently discussed how investors have been taking deep interest in the comparison between engineering and construction (E&C) companies and machinery manufacturers. In one of my previous posts, we also established that when compared on the scale of cyclical upside, valuations, margin improvement potential core growth and “self-help” potential, E&C proved to be a better industry in terms of investment prospects.

    However, that doesn’t mean that we more »

  • 3 Stocks to Buy on Improving Industrial Sector

    By Zain Abbas - May 15, 2013 | Tickers: CCK, MTW, MTZ

    On a relative scale, the industrial sector has not been performing well on a year-to-date basis. This is in contrast to what the market had expected especially after an improving housing market and growth in developing economies. However, the good news is that the industrial goods sector has been on a tear since the last week after China reported solid growth figures.

    The following graph shows that:

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    The question arises more »

  • Do These Utility Infrastructure Stocks Have Upside?

    By Damon Churchwell - April 29, 2013 | Tickers: MTZ, PRIM, PWR

    One of the better-performing sectors of the economy, along with auto and housing, has been utilities/industrials. According to the Board of Governors of the Federal Reserve System, industrial production by utilities rose 10.5% year-over-year through Mar. 31. This is a trend that may persist for several years, as electric and gas utilities spend on projects to upgrade and improve the efficiency of their distribution systems.

    Related stocks have more »

  • Should We Follow Mario Gabelli into This Water Infrastructure Business?

    By Anh HOANG - April 12, 2013 | Tickers: LAYN, MTZ, VCISY.PK

    Mario Gabelli, the chairman and CEO of GAMCO Investors, has a good investment performance record of 11.7% annualized return for the past 25 years, beating the S&P500 annualized return of 9.7%. Recently, he has been getting more bullish on Layne Christensen (NASDAQ: LAYN) a global water treatment small-cap business. Should we follow his lead? Let’s find out.

    On April 4, Gabelli raised his stake in the more »

  • Should We Follow Mario Gabelli into This Water Infrastructure Business?

    By Anh HOANG - April 8, 2013 | Tickers: MTZ, VCISY.PK

    Mario Gabelli, the chairman and CEO of GAMCO Investors, is getting more bullish on Layne Christensen Company (NASDAQ: LAYN) a global water treatment small-cap business. On April 4, he raised his stake in the company by more than 11.8%, holding around 1.58 million shares in Layne. Since the beginning of the year, Layne hasn’t done well on the stock market, dropping by nearly 17%. Should we follow more »

  • Will it Consistently Be More than Dust in the Wind for GE's Wind Energy Initiatives?

    By Michael Ugulini - January 28, 2013 | Tickers: GE, MTZ, SI

    Many small and large cap companies have initiatives and capital investments in the wind energy industry. All are investing in a sector that has noteworthy ideals and strategic plans for success. The wind energy industry is still feeling its way through an environment getting more and more crowded with alternative energy enterprises.

    General Electric Company (NYSE: GE) has, among their other divisions, their Power & Water operations. The Company, through this more »

  •  A Basic Need of the Hour

    By Cecil Sales - December 12, 2012 | Tickers: MTZ, PIKE

    In the wake of Sandy many homeowners and businesses remained without power for weeks. This clearly brought to notice the requirement for a good power grid across the country. Power grid construction companies will benefit from the added revenue that they obtain directly from fixing the damage caused by Sandy and will benefit indirectly as demand across the industry will be greatly increased and thus capacity will be strained.

    The more »

  • 4 Companies that Will Benefit from a Failing Electric Grid

    By William Bias - November 5, 2012 | Tickers: BGG, CAT, GNRC, MTZ

    An extended power outage lasting for more than one day was a rare event once upon a time.  Now power outages lasting for extended periods are occurring with higher frequency. Last June, a wind storm called “Derecho” knocked out power in my local area for 8 days. Other nearby areas was without power for 2 weeks. On the morning of Oct. 30, a snowstorm brought on by Hurricane Sandy knocked out power in my area for nearly 4 days. As I write this, the lights still blink at random giving me concern as to whether to have my generator on standby. It seems that we are in a new reality where a less reliable electric grid is the norm and I believe four companies will benefit.

  • The Johnny Depp of Closed-End Funds Talks CUBA (part 7)

    By Nick Slepko - October 5, 2012 | Tickers: CIB, CUBA, MTZ, PSMT, WMMVY.PK

    Closed-end fund guru Tom Herzfeld discusses Cuba and his most popular fund, the Herzfeld Caribbean Basin Fund (NASDAQ: CUBA). 

    [Continued from part 6] 

    Nick Slepko:  Do you have any investments in Cuban-American public companies?

    Tom Herzfeld:  Cuban-American or not, Mastec (NYSE: MTZ) is a great company by most metrics.  The company’s founder Jorge Mas Canosa was a very prominent Cuban-American leader…Mastec was one of our earlier holdings.  I more »

  • Keystones for the Coming Boom in US Infrastructure Spending

    By Damon Judd - February 12, 2012 | Tickers: MTZ, PRIM, PWR

    It is a well-known fact that the infrastructure (roads, bridges, utilities) in the US has been deteriorating for years. With the slowing economy and shrinking municipal budgets over the past 4 years in particular the situation has only gotten worse. Now the White House is getting ready to address the problem in the proposed 2013 budget.

    Even if Republicans are able to trim out some of the infrastructure spending in more »