Infrastructure

Infrastructure Articles

Machinery stocks rank very high as far as “cyclicality”…. If there is a sector that is dependent upon the broad economy and global growth it is the machinery sector.  Machinery also includes...
If you have seen one trend that has lasted in 2011 it is that companies are hiking their dividend payouts for their shareholders.  Many classic investment models are based almost entirely around...
The weakness we saw through much of the second quarter may have already started to turn around. The slowing was likely due to major supply chain issues and disruptions in orders and in sales that...
USEC Inc. (NYSE: USU) is soaring on news that it may have a bit of a reprieve on its capital needs for the construction of the American Centrifuge Plant in Piketon, Ohio.  The company has announced...
We have been looking for value stocks as investors have started to look for cover in the markets where they can still have equity exposure but try to get some protection compared to the broad...
American Water Works Company, Inc. (NYSE: AWK) keeps delivering and delivering.  This is one of our top ten stocks to own for the next decade and we have been on record that this is one of the go-to...
The utilities sector had been performing incredibly.  We recently highlighted the strong performance seen this year and over the last year with many of these names up 20% to 30% along with the...
It would be easy to worry about the share prices of utility companies after the recession and after the most recent rise in commodity prices, and that brings up the great dividend worry.  Utilities...
Just last month CenturyLink, Inc. (NYSE: CTL) complete its $12.2 billion acquisition of Qwest. At the time the deal was announced, it seemed to make little sense because neither Qwest nor CenturyLink...
If you have been following the merger trends in utilities, this secondary offering may be of little surprise.  PP&L Corporation (NYSE: PPL) priced its offerings of common stock and equity units...
It’s not likely that earnings and revenues for The Shaw Group Inc. (NYSE: SHAW) took too great a hit from the nuclear disaster in Japan, but what happens for the rest of this year could well be...
It has been a while since we have seen Netlist, Inc. (NASDAQ: NLST) moving in the after-hours session.  After the close came news from the small cloud player that it was awarded new patents for its...
It goes without saying that nuclear power has hit skid row.  The damage to the industry that has been caused by the earthquake and the tsunami which followed in Japan has been nearly...
It’s no surprise that the disaster at Japan’s Fukushima nuclear power generating site is causing a re-thinking of global nuclear policy. It is not even surprising that it took a disaster of this...
The second day sell-off and panic in Japan has gotten even worse than what was expected and is now far worse than the immediate reaction after the 1995 Kobe earthquake that rattled the country. ...