Wednesday, July 14, 2010

Clean up on isle 5....

My pick for this qtr is Shaw Group (SHAW). They are a multi-disipline engineering firm with a fairly large market share in the oil clean-up jobs in the Gulf Coast. They are trading around 35 right now. I think they will see a spike in revenue due the gulf coast clean-up effort which will easily extend into the next year and probably beyond. They are a very large company with work in a variety of diciplines so if one sector takes a hit, they hopefully won't be hit too hard.

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