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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (36375)	1/5/2010 2:11:33 AM
From: Spekulatius	Respond to of 78704

FLR & Shaw. For me the look equaly cheaper (or expensive). Shaw's earnings for this year ending AUgust 2010 are 2.15 or a PE 13.2, versus FLR forward earnings for the year ending Dec 2010 ar 3.44$ or a PE 13.4. Now if you believe Shaw estimates 18mon out for the August 2011 year of 2.8$, Shaw looks cheaper. E_K_S, I think you are ignoring the fact that FLR and Shaws calender years are 7 month apart and forward earnings always look great. if I base the valuation on what is here and right now they are about equally priced. I stay with my hypothesis that the nuclear business is going to be a lot of trouble and meager earnings with a potential for huge losses.

To: E_K_S who wrote (36375)	1/6/2010 5:25:00 PM
From: E_K_S	Respond to of 78704

Shaw Reports First Quarter Fiscal Year 2010 Financial Results * Strong financial results due to solid operating performance * Record cash balance of $1.6 billion finance.yahoo.com From the article:"...New awards for the quarter totaled $1.2 billion, driven primarily by new awards from the U.S. government in the company’s Environmental & Infrastructure segment. The company's backlog of unfilled orders at Nov. 30, 2009, was $22.0 billion compared to $14.8 billion for the first quarter of fiscal year 2009 and $22.7 billion at the end of fiscal year 2009. Approximately $5.5 billion of the current backlog is expected to be converted to revenues during the next 12 months..." ================================================================ Better than expected...Stock up 5% after hours. This report bodes well for all the construction companies including FLR and JEC. finance.yahoo.com EKS

To: E_K_S who wrote (36375)	1/31/2010 9:23:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 78704

Obama pushes nuclear energy to boost climate bill Obama signals compromise on nuclear energy and drilling to save climate change bill, lure GOP finance.yahoo.com President Barack Obama is endorsing nuclear energy like never before, trying to win over Republicans and moderate Democrats on climate and energy legislation. From the article:"...To back that up, he is expected to seek $54 billion in additional loan guarantees for nuclear power in his 2011 budget request to Congress on Monday, according to an administration official who spoke on condition of anonymity because the request has not been made public...." EKS