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Kashyap_Swamy » Comments » CAT

  • Is It Time for Capital Preservation Mode? [View article]
    Good article with thought provoking comments.
    Dec 04 06:35 am |Rating: +2 0 |Link to Comment
  • Someone Has to Lend in 2009: Ideas to Profit [View article]
    While I agree with the macro thesis, I would suggest some additional research on individual stock names.
    For example - Fluor (FLR) already trades at a premium to its peers and almost 50% of its backlog is in the refining sector which is under a lot of pressure to cut back capex. FLR is well-run company with excellent management but at this time, I would play the infrastructure theme with other stocks.
    Jan 05 11:04 am |Rating: 0 0 |Link to Comment
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