tag:blogger.com,1999:blog-2335748440449035592.post2300525784112877256..comments2008-07-10T20:41:04.270-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-52652416874095334332008-07-10T20:41:00.000-04:002008-07-10T20:41:00.000-04:00I like FLR and FWLT at the top - the latter is far cheaper but since they like to miss estimates every 3rd quarter get a discount valued. FLR is quite pricey. <BR/><BR/>JEC is similar to FLR in pricey-ness.<BR/><BR/>Then would come MDR which also like FWLT likes to miss every 3rd quarter.<BR/><BR/>Then another group CBI, SGR, KBR - all with pluses or minuses.<BR/><BR/>Those are the main ones I follow - some smaller or more focused names like PCR or AECOM also could be thrown in this mix. I might have missed one off of memory. I hold the first 4 I gave you as my basket but would not have an issue holding the next 3 either (and have in the past)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-52734556701756217942008-07-10T20:20:00.000-04:002008-07-10T20:20:00.000-04:00Hi Mark,<BR/><BR/>could you give a few global infrastructure names that you like?<BR/><BR/>don't be shy, as many as you wantpiazzihttp://www.blogger.com/profile/08013122913500639807noreply@blogger.com