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

To: Mike K who wrote (48941)	7/30/2012 9:39:54 AM
From: E_K_S	Respond to of 78745

Hi Mike- CBI was one of my best performers but sold my last chunk last month. CBI is good on these acquisitions so, they must of thought some of those pieces were of value. As you may recall, Shaw owned the old Westinghouse nuclear from Hitachi which i think they eventually have sold. Foster Wheeler AG (FWLT) -NasdaqGS and Fluor Corporation (FLR) -NYSE are two that move up on my watch list if/when it is time to buy these construction companies. For me, it's still a little early in the cycle. Both companies have deep order books. EKS