keithpiccirillo

A Back of the Envelope Look at Infrastructure

And why wouldn't FLR & JEC be the same?
Same industry, betas of 1.6 and 1.5.
27% ROE for FLR & 20% for JEC.
One size fits all. I too am looking for a tailor made suit in an "off the rack" kind of stock market world.
I held JEC from May through July and felt like Jack get fleeced at the well tumbling down that mountain ever after.
These things have popped, and if we get a retest therew may only be a 1 day chance to get in again near that Nov. 20 low.
I would pick the one with Chinese contract exposure as they are at least able to pay the bill.