tag:blogger.com,1999:blog-2335748440449035592.post1219089143555173589..comments2008-04-22T11:55:17.355-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-56697919888327816082008-04-22T11:55:00.000-04:002008-04-22T11:55:00.000-04:00Generally I put my favorite names as the top of the portfolio<BR/><BR/>FWLT has been my top (or 2nd largest) holding in infra since August. It is now the top position. Best value, fantastic customer base, I like the CEO, and the business. <BR/><BR/>MDR and FLR have acted the best this Q however.<BR/><BR/>CBI is acting very good of late after a long time of pain.<BR/><BR/>SGR has not been able to break out of bad technical condition.<BR/><BR/>But from top to bottom I've liked FWLT for a long time.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-68401782064337871032008-04-22T11:50:00.000-04:002008-04-22T11:50:00.000-04:00just curious as to which is your fav infrastructure name? i mean its all relative since a lot are very similar . makes perfect sense to pick a basket as you've done. but, if you had to pick your top 1 or 2, what would they be? I've been in fwlt for a while and just looking to expand my basket to 2 names and can't decide between FLR, JEC, MDR, and CBI.<BR/><BR/>looking at international exposure, backlog, etc.. no one sticks out screaming "pick me"madhatterhttp://www.blogger.com/profile/09190401467783694097noreply@blogger.com