Companies covered: AECOM (NYSE:ACM), Amec Plc Ord (NYSE:AMFW), KBR, Inc. (NYSE:KBR), ENERGY TRANSFER PARTNERS (NYSE:ETP), Sunoco Logistics Partners LP (NYSE:SXL), Dycom Industries, Inc. (NYSE:DY), AT&T Inc. (NYSE:T), CenturyLink, Inc. (NYSE:CTL), Alphabet Inc (NASDAQ:GOOG), EMCOR Group, Inc. (NYSE:EME), D.R. Horton, Inc. (NYSE:DHI), Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), TopBuild Corp (NYSE:BLD), AV Homes, Inc. (NASDAQ:AVHI), AAON, Inc. (NASDAQ:AAON), Xinyuan Real Estate Co Ltd (NYSE:XIN), Caterpillar, Inc. (NYSE:CAT), Parker-Hannifin Corporation (NYSE:PH), Kennametal Inc. (NYSE:KMT), Illinois Tool Works Inc. (NYSE:ITW), Wabco Holdings Inc. (NYSE:WBC), The Middleby Corporation (NASDAQ:MIDD), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), Select Comfort Corporation (NASDAQ:SCSS), Tetra Tech, Inc. (NASDAQ:TTEK), Babcock & Wilcox Company (The) (NYSE:BW)
