Bookkeeping: Continuing to Add Infrastructure Exposure

I continue to like the relative strength in this sector today... I am adding in $4-$6K lots to the following positions

1. Jacobs Engineering Group (JEC)
2. McDermott (MDR)
3. KBR (KBR)
4. Shaw Group (SGR)
5. Fluor (FLR)

Again, many of these names report later this week... as I've stated I am in a dilemma overall as most of the groups I like are either (a) on an extended run and I don't want to chase the names upward and onward or (b) in terrible technical condition on their charts. Infrastructure is the one group, that while showing good strength of late, is still well below previous levels, and combine that with rapidly improving charts - just about every name in the group is now breaking back above their 50 day moving averages. So this is exactly the point I like to add, and about the only group that has both things going for it.

Some of the oil related names are potentially nearing that point too but still too early to tell...

Long all names in fund; long Fluor in personal account