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Strategies & Market Trends : Disciplined Investing, especially the NAIC way

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To: - with a K who wrote (302)1/28/2002 10:29:34 PM
From: The Philosopher  Read Replies (1) of 469
 
Great info -- thanks. I'll look at it.

Just got the investor packet for Shaw Group, SGR. They're a vertically integrated provider of piping and other engineering systems for the power generation industry. If you've ever seen a major refinery,or a nuclear power plant, you know what the piping systems require. Needs for power, particularly in the third world, are only going to increase, and I think Shaw may be a valuable player in this.

BUT, I haven't started my real analysis yet, so this is mainly an inquiry whether anybody else here has looked at them or knows anything about them.
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