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Jacobs Engineering Group Inc. (JEC)
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fundmymutualfund.com
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Jan 06, 2009
about
JEC
Remember, this is an Obama thesis stock (infrastructure) - it certainly is breaking out so I am going to keep about half the position. We doubled down our position on Dec 31st in the $47s and just a few days later we have $54.60s. That's 15% right quick (this was our 2nd largest long position com...
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fundmymutualfund.com
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Jan 04, 2009
about
ICLR, LSR, JRCC and 8 moreIYR, ILMN, SOL, MOS, ALGT, JEC, LVS, POT
Year 2, Week 22 Major Position ChangesFund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.Being a long only fund, via Marketocracy rules, the only hedges to the downs...
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fastswings.com
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Dec 30, 2008
about
JEC
With a recent Buy initiated by Standpoint, continued growth in revenue and earnings, and the anticipation of an large infrastructure plan by the new US Administration, Jacobs Engineering looks like a buy at this time.More...
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fundmymutualfund.com
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Dec 22, 2008
about
FXI, JEC, LEN
I am hitting the rip chord for the first time on some of the "thesis" plays. We have the Chinese thesis, the infrastructure thesis, and the housing recovery thesis. None of these we "believe" in but hedge funds have been running them up.All 3 charts are now entering "do or die", they have fallen b...
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zachstocks.com
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Dec 20, 2008
about
FLR, JEC, CBI
Much has been written over the past week regarding Obama’s infrastructure stimulus proposal. Naturally, investors are flocking to well known construction companies like Fluor Corporation (FLR) and Chicago Bridge & Iron Company N.V. (CBI) or to engineering firms like Jacobs Engineering Group Inc....
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Year 2, Week 19 Major Position ChangesFund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.Being a long only fund, via Marketocracy rules, the only hedges to the downs...
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fundmymutualfund.com
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Dec 12, 2008
about
JEC
Mother Mia - this market is willing to look over anything. The biggest scandal to hit Wall Street in years means nothing to these bulls!A Wall Street powerbroker for nearly 50 years who built an influential firm has confessed to a massive fraud scheme that will cost investors at least $50 billion,...
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fundmymutualfund.com
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Dec 10, 2008
about
DRYS, FLR, JRCC and 9 moreUYG, APWR, KBR, MOS, FWLT, URE, JEC, UYM, POT
Ironically there is a great role reversal as commodities/global growth have taken over what financials/housing/retail was in spring and summer 2008. That is, a very hated group that after being sold relentlessly enjoyed enormous short term bounces.We are now in day 3 of the "Obama will save us with...
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blogs.barrons.com
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Dec 08, 2008
about
CAT, JOYG, DE and 10 moreHOT, CLX, KIM, DDR, TEX, CBG, MAR, JEC, HST, CPB
GAINS NOT LIMITED TO EXPOSURE TO STIMULUS PLAN
Enthusiasm for the incoming presidential administration’s newly unveiled stimulus plan has sent U.S. equities shooting higher in Monday’s trading session, extending the gains banked in Friday’s rally. The S&P 500 moved back above the 900-point mark,...
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Back in the old days, we used to look at individual companies, sectors... analyze industry data points, do comparative valuation analysis, read earnings reports with great interest, etc etc. Those were good times. Now, we wait every day for 3 PM, play a bunch of ETFs for a 1 hour trade, and then t...
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bloggingstocks.com
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Nov 26, 2008
about
JEC
Filed under: Newsletters, Stocks to Buy, Obama PicksIn the biblical story, Jacob dreams of a ladder connecting heaven and earth. Ever since, boys named Jacob have gravitated toward careers in engineering (anecdotally of course).
That is certainly true in the case of Joseph Jacobs, who founded Jacobs...
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Death and taxes...and overexuberance by investors.
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bloggingstocks.com
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Nov 05, 2008
about
PEG, JEC
Filed under: Stocks to Buy, Obama PicksNow that Senator Obama is President-elect Obama, what will he do with the economy and how can you profit from it? One way is to look for stocks that will benefit from a part of his proposed economic stimulus plan -- the creation of a National Infrastructure Rei...
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UTILITY BUILDERS COMBINE DISTASTE, DISAPPOINTMENT
Quanta Services (PWR) picked an especially inauspicious day to call attention to itself with a disappointing outlook. The stock has been looked at critically as it is, with shares down 40% since the last time it posted a profit statement. While there...
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fundmymutualfund.com
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Nov 04, 2008
about
FLR, KBR, JEC
We don't own any of these global engineering stocks at this moment, because effectively the market has chased us out of the names. We closed out of Jacobs Engineering in early September in the mid $60s; within 6 week it had fallen below $30. It is really quite sad to see the stocks performance whe...
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Does your faith in your candidate extend to your investment portfolio? If so, this column is for you.
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McDermott (MDR) +17%Fluor (FLR) +16%Jacobs Engineering (JEC) +15%KBR (KBR) +17%Foster Wheeler (FWLT) +18%Buy one, you get 'em all - as we've been saying for the past 3-4 months - this is not a market of individual stocks - simply sectors. No need to hold more than one because the market treats them...
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fundmymutualfund.com
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Sep 07, 2008
about
CRO, PRXL, KNDL and 20 moreCMED, RIMM, FLS, LSR, UYG, KGC, GS, LDK, MYL, IPI, NUVA, GXDX, JRCC, LEN, RL, CTRP, EXAC, JEC, THOR, MA
Year 2, Week 5 Major Position ChangesFund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes.Being a long only fund, via Marketocracy rules, the only hedges to the downsi...
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We've added quite a few names the past few weeks, especially healthcare (and retail I suppose), as we "turn" the direction of the fund. I have a lot of 0.1% type of positions in the fund which are "holding stakes" waiting for better action in the stocks - I do this so I don't have to constantly say...
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fundmymutualfund.com
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Aug 18, 2008
about
FLS, JEC
Nothing new to add here, I am cutting Flowserve (FLS) as it bumps against the 50 day moving average; it is actually holding up quite well the past few days so perhaps its trying to signal it is ready to escape the clutches of the "global growth is dead" trade. But I shoot first and ask questions la...
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