Insights: Bullish Engineering & Construction Stocks
We last highlighted the E&C Groups in July of 2016. Since then the small-cap Group has dramatically outperformed the large-cap Group, which is logical given their inherent greater leverage to economic changes. The election of President Trump has ushered in a new wave of global growth prospects and potential reflation of global economies. And, as we all know, global economic acceleration cannot happen without increased spending on infrastructure, refineries, power plants, bridges, dams, and maybe even rapid transit, to name a few. We choose the E&C Groups as a complementary play on the resurgence of the deep cyclical sectors (Energy, Materials, Manufacturing, and Transportation Sectors). The Groups are contract-based, possessing a smoother revenue stream, a factor that is likely appealing to longer-term investors.For a trial to Vermilion Research, visit our website at www.vermilioncap.com or contact our sales team at (612) 315-4082.
AECOM designs, builds, finances and operates infrastructure assets for governments, businesses and organizations. The company provides: planning, consulting, architectural and engineering design services to commercial and government clients in transportation, facilities, environmental, energy, water and government markets; construction services, including building construction and energy, infrastructure and industrial construction; as well as program and facilities management and maintenance, training, logistics, consulting, technical assistance, and systems integration and information technology services, for agencies of the United States government and for other national governments.
Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.
Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.
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