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...

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...

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...

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...

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 Chi...