06.04.07: Engineering & Construction Report
4 analysts examine the Engineering & Construction sector in this 21 page report from The Wall Street Transcript.

  1. Analyst Interview: Andrew Kaplowitz, Lehman Brothers Inc.

  2. Analyst Interview: John Kasprzak, BB&T Capital Markets

  3. Analyst Interview: Richard Paget, Morgan Joseph & Co.

  4. Analyst Interview: Steven Fisher, UBS

    Topics covered: Demand in the refinery space - LNG (liquefied natural gas) - Engineer salaries - Housing slowdown - New highway contract awards - Utility infrastructure - General buildings market - Non-residential construction - Labor shortages - Industry fragmentation

    Companies covered: Chicago Bridge & Iron (CBI), Fluor Corporation (FLR), Foster Wheeler (FWLT), Granite Construction (GVA), Astec Industries (ASTE), Sterling Construction (STRL), Hill International (HINT), Great Lakes Dredge & Dock (GLDD), Jacobs (JEC), URS (URS) and Shaw Group (SGR).
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