The Shaw Group, Inc.

  • 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 »

  • Nuclear Takeover

    By Mike Thiessen - January 15, 2013 | Tickers: CBI, ES.DL, SHAW.DL

    Salt Lake City-based nuclear energy services provider EnergySolutions (UNKNOWN: ES.DL) has agreed to a formal purchase offer from Short Hills, New Jersey-based private equity firm Energy Capital Partners II. Announced after the close of trading on January 4, the terms of the $1.1 billion all-cash deal are straightforward: On its closing date, EnergySolutions shareholders will receive cash payments of $3.75 per share. Already approved by the company's more »

  • Looking Deeper into The Shaw Group's Acquisition

    By Anh HOANG - January 7, 2013 | Tickers: CBI, SHAW.DL, URS

    The Shaw Group (UNKNOWN: SHAW.DL) hit the news feeds recently when James Bernhard, the company’s founder, chairman and CEO, sold the majority of his stake after shareholder approval to be acquired by Chicago Bridge and Iron Company (NYSE: CBI) in December. The Chairman and CEO has sold roughly less than a million shares, with the total transaction worth of around $45 million. Denali, the 1.1% owner, criticized the 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 »

  • Billionaire Thomas Steyer’s New Stock Picks

    By Meena Krishnamsetty - November 29, 2012 | Tickers: CHKP, CBE, MCO, NXY, SHAW.DL

    Billionaire Thomas Steyer serves as a managing member of Farallon Capital Management, one of the largest hedge funds in the world. Farallon’s fundamental analysis encompasses strategies including pure value, merger arbitrage, and event-driven investments. The fund recently filed its 13F for the third quarter of the year, and by comparing this filing to its second quarter filing, we can see which stocks Steyer and his team added to their more »

  • This Hedge Fund Returned 14% Last Quarter

    By Meena Krishnamsetty - October 28, 2012 | Tickers: SLB, SM, TSO, SHAW.DL, WNR

    We track over 400 funds and investors and have calculated the value-weighted returns for all funds in the 1,500 largest stocks, while compiling a list of the top performing funds for the first three quarters of 2012. The returns are based on the fund’s 13F long positions only, as we do not have access to their short positions. Balyasny Asset Management was a top performing hedge fund during 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 »

  • Chinese Bridges are Falling Down, Falling Down

    By Robert Zimmerman - October 3, 2012 | Tickers: ACM, CBI, SHAW.DL, URS

    And the Chinese people are none too happy about it.

    According to the official Xinhua news agency, the collapse of the Yangmingtan Bridge in late August 2012 is the sixth major bridge to collapse in the People's Republic of China since July 2011.  Even more bridges have crashed since 2007.  The government's official response is that overloaded trucks are to blame.  Well, the Chinese are not stupid and more »

  • Investing Abroad: Dutch Stocks

    By Matthew Luke - August 13, 2012 | Tickers: COF, LNG, CBI, GOOG, ING, RDS-B, RDS-A, SHAW.DL, UL, UN, YNDX

    Diversification is the best defense against global uncertainty. Living abroad, that is one truth that I have come to appreciate more and more. With so much uncertainty in Europe and the rest of the world, we sometimes forget that truth. In these times of uncertainty, many investors seek the safety of good US companies, avoiding the rest of the world completely. Diversification means more than just different sectors of the US economy. Diversification also means foreign companies that will protect your portfolio from domestic risk.

  • Analyzing CB&I’s Shaw Group Acquisition

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

    Recently, Chicago Bridge & Iron Company N.V. (NYSE: CBI) announced its intention to purchase The Shaw Group Inc. (UNKNOWN: SHAW.DL) 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 »

  • Mixed Earnings Review for The Shaw Group

    By Tyler Crowe - July 12, 2012 | Tickers: GEN, SHAW.DL, TOSBF

    It is no secret that 2011 was a mixed bag for the heavy construction industry.  While some saw the worst of times in 2010, several players in the industry had to take a long look in the mirror to determine an effective strategy back to profitability.  Today let us look at The Shaw Group (UNKNOWN: SHAW.DL), who just released its quarterly earnings report on Tuesday.

    Despite the 4.8% increase more »

  • Tetra Tech: Is Water The Next Big Investment?

    By Helen Hagan - March 16, 2012 | Tickers: TTEK, SHAW.DL

    For a long time, and still today, some of the most profitable companies in the world are oil companies. We’ve all heard that nothing competes with Chevron, Shell, BP, and their ilk. If you like to invest in fossil fuels, go for it. But the time for oil is rapidly coming to a close.

    There may be a few last lurches in oil stocks, but Americans are driving fewer more »