1 roundtable forum, 2 analysts and 3 sector firms examine the Engineering & Construction segment in this 34 page report from The Wall Street Transcript.
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Roundtable Forum: Avram Fisher, BMO Capital Markets Corp.; Richard S. Paget, Morgan Keegan & Co., Inc.
Energy & Transportation Infrastructure: Steven M. Fisher, UBS Investment Research
Non-Residential Heavy Construction: John Rogers, D.A. Davidson & Co.
CEO Interviews (average 2,500 words): Top management from 3 sector firms examine the outlook for their firm and sector. Firms interviewed include: Comfort Systems USA, Inc., Consolidated-Tomoka Land Co., Pure Cycle Corporation.
Topics covered: US economic slowdown - Global end markets - Non-residential construction - Need for repair and upgrade of US infrastructure - Las Vegas casino construction outlook - Effects of the tight credit market - International opportunities for growth - Industry consolidation - Growth in the power generation cycle - Risk factors - Raw material and labor costs - Shortage of engineers in US - Declining state and local tax revenues - Political outlook - Water/wastewater segment - Environmental issues and clean technology - Stock recommendations
Companies covered: Perini (PCR); Chicago Bridge & Iron (CBI); Fluor (FLR); Jacobs Engineering (JEC); Tetra Tech (TTEK); Hill International (HIL); Granite Construction (GVA); EMCOR (EME).
