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Non-Tech : SGR: Shaw Group Inc.

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To: Perry Ganz who wrote (4)1/14/2002 12:24:34 PM
From: Jimbobwae  Read Replies (2) of 14
 
Yes Perry I am related to anyone with bob in their name!

Yes, SGR is being unfairly beaten here. The energy sector trashed by ENE - yet ENE successfully sold their tradinig ibz to UBS so it must be worth something!

Gas inventories are high and Shaw said they will work through a fair portion of their 4bb+ backlog this coming year. I guess the investors are scared we will not see CapEx growing with the low commodity prices and slower economic recovery that is now being factored into the market.

I still believe this is the low zone and am holding for now

Bobbly yours,
Jim
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