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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (36579)	2/3/2010 12:14:08 PM
From: E_K_S	Read Replies (2) of 78670

Hi Grommit - Peeled off a few shares of SHAW and added CHGO BRIDGE & IRON (NYSE: CBI). CBI is a better play in the LNG construction and technology ( cbi.com ). CBI is under contract with AES to design and complete the Dominon Cove Point LNG Terminal Expansion located near Lusby, Maryland. Check out all the LNG projects under development and/or completed by CBI. ( google.com ) CBI has under performed both FLR and SHAW and sells at a slightly lower PE. I basically re-balanced my infrastructure holdings to represent 3% of the portfolio (weighted according to company market cap.). finance.yahoo.com Chart of 5 yr relative price performance. finance.yahoo.com EKS

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