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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Perry Ganz who wrote (8805)	4/23/2001 4:13:57 PM
From: John Pitera	Read Replies (1) \| Respond to of 15481

Perry, I have a little bit, SGR has done well playing the same type of theme as FWC, and FLR in terms of early cycle construction companies. I have not looked at them in detail lately, but they have had a big run and are not cheap on a trailing PE 57 or forward PE of 34.6. It could have a FWC type pullback, so I'm kind of neutral on it, but you may know of more compelling fundamental factors. If they are doing a very large percentage of energy projects that may be a plus. John