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Nuclear Firms Power Up - Barron's

I agree with Rod Adams, there are some associated stocks that should perform well when the nuclear renaissance gets recognized. Shaw Group is the obvious benefactor since it owns 20% of Westinghouse. Curtis-Wright is a great company that not only supplies nuclear grade valves but they also are the sole supplier to Westinghouse for Reactor Coolant Pumps as well as Control Rod Drive Systems. For every Westinghouse committment by a power company Shaw ends up with EPC contracts. Shaw has also announced that they will be building a huge plant in Lake Charles to build modularized nuclear systems to support the Westinghouse backlog. Flowserve will end up supplying large quantities of valves and non-primary system pumps (they are supplying critical reactor system valves for the Areva project in Finland).