With utilities, watch out for those who have diversified in less lucrative sectors (e.g., real estate). On the EPC side, the major players are Westinghouse, URS Washington, Shaw, GE-Hitachir, Fluor, CH2M Hill, Bechtel,l B&W, and AREVA. Don't forget about steel either! There won't be enough of it given the international demand and the infrastructure needs associated with the "stimulus" package.....
Nuclear Firms Power Up - Barron's [View article]