Saturday, July 5, 2014

Hot Construction Companies To Buy Right Now

RENO, Nev. (AP) -- Apple (NASDAQ: AAPL  ) said it will pay for construction of an 18-megawatt photovoltaic solar plant in northern�Nevada�to provide power for a data center the technology giant plans east of Reno.

The Fort Churchill Solar Array, to be built in Yerington, was included in a filing Monday by NV Energy (NYSE: NVE  ) with the Public Utilities Commission.

Apple announced plans last year to build the data center. The solar generating plant would be located in Lyon County, south of that facility. The solar plant proposal must be approved by state regulators, a process that could take several months.

In a statement, Apple said the solar project would provide renewable energy for the data center and add clean energy to the power grid.

"All of Apple's data centers use 100 percent renewable energy and we are on track to meet that goal in our new Reno data center using the latest in high-efficiency concentrating solar panels," the company said.

Top 5 Computer Hardware Stocks To Watch Right Now: Oci NV (OCI)

Oci NV is a Netherlands-based company, which divides its activities into two groups. The first group is engaged in the design, construction and maintenance of industrial and commercial infrastructures and buildings, such as roads, ports, railroads, hospitals, stadiums and water treatment units. The second group is engaged in the production of fertilizers, such as anhydrous ammonia, granulated urea, calcium ammonium nitrate and urea ammonium nitrate, among others. The Company is a subsidiary of Orascom Construction Industries SAE, an international fertilizer producer and construction contractor based in Cairo, Egypt. In September 2013, it announced spin-off of its subsidiary OCI Partners LP. Advisors' Opinion:
  • [By Ahmed A. Namatalla]

    OCI attracted $2 billion in commitments from a group of investors including Cascade Investment LLC, Gates�� personal investments vehicle, to help finance the move to Amsterdam, which it said would lower borrowing costs and boost its global profile. Yesterday�� settlement prompted Cairo-based investment bank Pharos Holding to raise Orascom to buy from hold, saying the construction and fertilizer company would proceed with an offer to investors to buy its Cairo-listed shares or swap them with OCI NV (OCI) stock.

Hot Construction Companies To Buy Right Now: Wolseley PLC (WOS)

Wolseley plc is a specialist trade distributor of plumbing and heating products to professional contractors and a supplier of building materials in North America, the United Kingdom and Continental Europe. The Company operates in seven segments: USA, UK, Canada, Nordic, France, Central and Eastern Europe, and Group. On September 1 2009, the Company acquired Decorative Product Source, Inc, a company engaged in the distribution and supply of construction materials and services. On January 8, 2010, the Company disposed of 100% of Wolseley Ireland Holdings Limited, which comprised all the Company's businesses in the Republic of Ireland and the Brooks business in Northern Ireland. In November 2011, the Company announced that it had completed the sale of its remaining interest in Stock Building Supply to The Gores Group. In April 2012, the Company sold its Brossette, the French Plumbing and Heating business to Saint Gobain. In October 2012, the Company acquired Davis & Warshow, Inc. Advisors' Opinion:
  • [By Inyoung Hwang]

    Wolseley Plc (WOS) added 3.1 percent to 3,296 pence, its largest gain in more than five weeks. The world�� biggest distributor of plumbing and heating products said so-called trading profit in the 12 months through July climbed to 725 million pounds ($1.2 billion) from 665 million pounds a year earlier. Analysts had predicted earnings of 704 million pounds, according to the average of 20 estimates compiled by the company. Wolseley proposed a special dividend payout of 300 million pounds.

Hot Construction Companies To Buy Right Now: Badger Daylighting Ltd (BAD)

Badger Daylighting Ltd. and its subsidiaries (Badger) provide non-destructive excavating services to the utility, transportation, industrial, engineering, construction and petroleum industries in Canada and the United States. Its key technology is the Badger Hydrovac excavator, which is used primarily for digging trenches in congested grounds. The Company�� excavation services include daylighting and potholing, slot trenching, debris removal and cleanups, maintenance and installation service pits, poles and piling holes and trench shoring/shoring. Badger slot trenching provides a non-destructive method of digging trenches for water lines, wiring and pipeline installations or excavations. Its applications include pipeline tie-ins, investigative slot trenching, installation slot trenching, drain tile trenching and line fault repairs. In November 2013, the Company acquired the business and operating assets of Fieldtek Holdings Ltd. Advisors' Opinion:
  • [By Kim Hjelmgaard]

    There have been some good (read: bad) predictions over the years.

    Before the 2013 forum, DealBook's Andrew Ross Sorkin recalled that in 2003 the serial Davos attendee, Microsoft co-founder Bill Gates, said of Google: "These Google guys (co-founders Larry Page and Sergey Brin), they want to be billionaires and rock stars and go to conferences and all that. Let us see if they still want to run the business in two to three years."

Hot Construction Companies To Buy Right Now: Fluor Corporation(FLR)

Fluor Corporation, through its subsidiaries, provides engineering, procurement, construction, maintenance, and project management services worldwide. Its Oil & Gas segment offers design, engineering, procurement, construction, and project management services to upstream oil and gas production, downstream refining, chemicals, and petrochemicals industries. This segment also provides consulting services comprising feasibility studies, process assessment, and project finance structuring and studies. The company?s Industrial & Infrastructure segment offers design, engineering, procurement, and construction services to the transportation, wind power, mining and metals, life sciences, manufacturing, commercial and institutional, telecommunications, microelectronics, and healthcare sectors. Its Government segment provides engineering, construction, logistics support, contingency response, management, and operations services to the United States government focusing on the Departme nt of Energy, the Department of Homeland Security, and the Department of Defense. The company?s Global Services segment offers operations and maintenance, small capital project engineering and execution, site equipment and tool services, industrial fleet services, plant turnaround services, temporary staffing services, and supply chain solutions. Its Power segment provides engineering, procurement, construction, program management, start-up and commissioning, and operations and maintenance services to the gas fueled, solid fueled, plant betterment, renewables, nuclear, and power services markets. The company also offers unionized management and construction services in the United States and Canada. Fluor Corporation was founded in 1912 and is headquartered in Irving, Texas.

Advisors' Opinion:
  • [By Ben Levisohn]

    Deutsche Bank’s Vishal Shah and team consider the impact on Chicago Bridge & Iron, as well as Fluor (FLR), who had a competing bid:

    While the award of Cameron LNG is clearly a positive for [Chicago Bridge & Iron], we believe this project could provide upside of $1.6B to our current new award estimate of $13.6B for 2014. Additionally, this project win further supports�[Chicago Bridge & Iron] as a leader in [liquefied natural gas] projects. The company is currently in the running for Golden Pass LNG ($10B), Anadarko Mozambique LNG ($15B, competing against FLR) and Russia Far East LNG ($15B), all of which will likely be awarded in 2015. As for [Fluor], our probability-weighted new award estimate for Cameron was $1.4B, which suggests that 2014 new awards could be $24.6B, vs. our current estimate of $26.0B.

Hot Construction Companies To Buy Right Now: CEMEX SAB de CV (CX)

CEMEX, S.A.B. de C.V. (CEMEX), incorporated on January 20, 1931, is a global cement manufacturer with operations in North America, Europe, South America, Central America, the Caribbean, Africa, the Middle East and Asia. The Company is a holding company engaged through the operating subsidiaries in the production, distribution, marketing and sale of cement, ready-mix concrete, aggregates and clinker. As of December 31, 2009, the Company�� cement production facilities were located in Mexico, the United States, Spain, the United Kingdom, Germany, Poland, Croatia, Latvia, Colombia, Costa Rica, the Dominican Republic, Panama, Nicaragua, Puerto Rico, Egypt, the Philippines and Thailand.

The Company manufactures cement through a closely controlled chemical process, which begins with the mining and crushing of limestone and clay, and, in some instances, other raw materials. The clay and limestone are then pre-homogenized, a process which consists of combining different types of clay and limestone. The mix is typically dried, then fed into a grinder, which grinds the various materials in preparation for the kiln. The raw materials are calcined, or processed, at a very high temperature in a kiln, to produce clinker. Clinker is the intermediate product used in the manufacture of cement.

Ready-mix concrete is a combination of cement, fine and coarse aggregates, admixtures (which control properties of the concrete including plasticity, pumpability, freeze-thaw resistance, strength and setting time), and water. The Company is a supplier of aggregates primarily the crushed stone, sand and gravel, used in virtually all forms of construction.

Mexican Operations

During the year ended December 31, 2009, the Mexican operations represented approximately 21% of the Company�� net sales. CEMEX Mexico is a direct subsidiary of CEMEX and is both a holding company for some of the operating companies in Mexico and an operating company involved in the manufacturing and ma! rketing of cement, plaster, gypsum, groundstone and other construction materials and cement by-products in Mexico. CEMEX Mexico, indirectly, is also the holding company for the international operations. The Company owns Tolteca, Monterrey, Maya, Anahuac, Campana, Gallo, and Centenario brands in Mexico. As of December 31, 2009, the Company owned 100% of CEMEX Mexico.

The Company competes with Holcim Ltd., Sociedad Cooperativa Cruz Azul, Cementos Moctezuma, Grupo Cementos Chihuahua and Lafarge Cementos in Mexico.

U.S. Operations

As of December 31, 2009, the Company�� operations in the United States represented approximately 19% of the Company�� net sales. As of December 31, 2009, the Company held 100% of CEMEX, Inc. As of December 31, 2009, CEMEX had a cement manufacturing capacity of approximately 17.9 million tons per year in the United States operations. As of December 31, 2009, the Company operated 14 cement plants located in Alabama, California, Colorado, Florida, Georgia, Kentucky, Ohio, Pennsylvania, Tennessee and Texas. As of December 31, 2009, it also had 48 rails or water served active cement distribution terminals in the United States. As of December 31, 2009, the Company had 336 ready-mix concrete plants located in the Carolinas, Florida, Georgia, Texas, New Mexico, Nevada, Arizona, California, Oregon and Washington and aggregates facilities in North Carolina, South Carolina, Arizona, California, Florida, Georgia, Kentucky, New Mexico, Nevada, Oregon, Texas, and Washington.

Spanish Operations

As of December 31, 2009, the operations in Spain represented approximately 5% of the Company�� net sales. As of December 31, 2009, the Company held approximately 99.8% of CEMEX Espana, the main operating subsidiary in Spain. The cement activities in Spain are conducted by CEMEX Espana. The ready-mix concrete activities in Spain are conducted by Hormicemex, S.A., a subsidiary of CEMEX Espana, and the aggregates activities in Spain ar! e conduct! ed by Aricemex S.A., also a subsidiary of CEMEX Espana.

U.K. Operations

As of December 31, 2009, the Company�� operations in the United Kingdom represented approximately 8% of the Company�� net sales. As of December 31, 2009, it held 100% of CEMEX Investments Limited, the holding subsidiary in the United Kingdom. The Company is a provider of building materials in the United Kingdom with vertically integrated cement, ready-mix concrete, aggregates and asphalt operations. It is also a provider of concrete and precast materials solutions, such as concrete blocks, concrete block paving, roof tiles, flooring systems and sleepers for rail infrastructure.

The Company competes with Lafarge, Heidelberg, Tarmac, and Aggregate Industries in the United Kingdom.

German Operations

As of December 31, 2009, the operations in the Rest of Europe consisted of the operations in Germany, France, Ireland, Poland, Croatia, the Czech Republic, Latvia, Austria and Hungary, as well as the other European assets. The Company is a provider of building materials in Germany, with vertically integrated cement, ready-mix concrete, aggregates and concrete products operations (consisting mainly of prefabricated concrete ceilings and walls). It maintains a network for ready-mix concrete and aggregates in Germany. As of December 31, 2009, the Company held 100% of CEMEX Deutschland AG, the holding subsidiary in Germany.

The Company competes with Heidelberg, Dyckerhoff, Lafarge, Holcim and Schwenk in Germany.

French Operations

As of December 31, 2009, the Company held 100% of CEMEX France Gestion (S.A.S.), the holding subsidiary in France. It is a ready-mix concrete producer and aggregate producer in France. As of December 31, 2009, the Company operated 239 ready-mix concrete plants in France, one maritime cement terminal located in LeHavre, on the northern coast of France, 20 land distribution centers and 42 aggregates quarries.

The Company competes with Lafarge, Holcim, Italcementi, Vicat, Lafarge, Italcementi, Colas (Bouygues) and Eurovia (Vinci) in France.

Irish Operations

As of December 31, 2009, the Company held approximately 61.2% of Readymix Plc, the operating subsidiary in the Republic of Ireland. The operations in Ireland produce and supply sand, stone and gravel, as well as ready-mix concrete, mortar and concrete blocks. As of December 31, 2009, we operated 43 ready-mix concrete plants, 27 aggregates quarries and 15 block plants located in the Republic of Ireland, Northern Ireland and the Isle of Man. The Company imports and distributes cement in the Isle of Man.

The Company competes with CRH, the Lagan Group and Kilsaran in the Republic of Ireland.

Polish Operations

As of December 31, 2009, the Company held 100% of CEMEX Polska Sp. z.o.o. (CEMEX Polska), the holding subsidiary in Poland. It is a provider of building materials in Poland serving the cement, ready-mix concrete and aggregates markets. As of December 31, 2009, CEMEX operated two cement plants and one grinding mill in Poland, with a total installed cement capacity of three million tons per year. As of December 31, 2009, the Company also operated 39 ready-mix concrete plants and nine aggregates quarries in Poland. As of December 31, 2009, the Company also operated 10 land distribution centers and two maritime terminals in Poland.

The Company competes with Heidelberg, Lafarge, CRH and Dyckerhoff in Poland.

Southeast European Operations

As of December 31, 2009, the Company held 100% of CEMEX Hrvatska d.d. (Hrvatska), the operating subsidiary in Croatia. As of December 31, 2009, it operated three cement plants in Croatia, with an installed capacity of 2.4 million tons per year. As of December 31, 2009, the Company also operated ten land distribution centers, three maritime cement terminals, eight ready-mix concrete facilities and one aggregates quarry! in Croat! ia, Bosnia and Herzegovina, Slovenia, Serbia and Montenegro.

Advisors' Opinion:
  • [By GuruFocus]

    George Soros (Trades, Portfolio) just reported his first quarter portfolio. He buys Citrix Systems Inc, Baker Hughes Inc, Comcast Corp, Spansion Inc, etc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, Soros Fund Management LLC. As of 03/31/2014, Soros Fund Management LLC owns 305 stocks with a total value of $10.1 billion. These are the details of the buys and sells.New Purchases: BHI, CODE, CTRP, CLI, AVB, COMM, CNQ, AGO, AUY, ATML, ASH, BXMT, CSTM, AEM, CMA, ARE, CHKP, AUQ, BEAV, CX, ADSK, AALCP, BLK, AIG, BIIB, ADEP, AMRI, ARWR, ATHX, BALT, BCRX, BEAT, CFX, CLFD, CUR, CODE,Added Positions: CTXS, CMCSA, CNP, ALTR, BRCD, CBS, CRM, CHTR, CCJ, CIEN, BIDU, ALLE, ABT, CDNS, ACT,Reduced Positions: AAPL, CCI, AMT, ABBV, AAL, BITA, AL, ANGI, ARIA, CBST, BA, BIRT, EXAR,Sold Out: C, BAC, CRI, AMZN, AGN, CF, BRCM, COTY, BMY, AMCX, CAR, A, ADBE, AFL,For the details of George Soros (Trades, Portfolio)'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+SorosThis is the sector weightings of his portfolio:Technology18.9%Energy14%Healthcare8.3%Consumer Defensive8.2%Communication Services8.1%Consumer Cyclical5.4%Industrials5.1%Basic Materials4.9%Financial Services2.5%Real Estate1.9%Utilities0.5%These are the top 5 holdings of George Soros (Trades, Portfolio)1. Teva Pharmaceutical Industries Ltd (TEVA) - 10,310,041 shares, 5.4% of the total portfolio. Shares added by 10.67%2. Herbalife Ltd (HLF) - 4,901,337 shares, 2.8% of the total portfolio. Shares added by 52.9%3. EQT Corp (EQT) - 2,573,814 shares, 2.5% of the total portfolio. Shares added by 3.27%4. Adecoagro SA (AGRO) - 25,915,076 shares, 2.1% of the total portfolio.5. Halliburton Co (HAL) - 3,596,353 shares, 2.1% of the total portfolio. Shares reduced by 20.73%New Purchase: Baker Hughes Inc (BHI)George Soros (Trades, Portfolio) initiated holdings in Baker Hughes Inc. His purchase prices were between $51.82 and $65.27, with an estimated

  • [By Monica Wolfe]

    Cemex SAB de CV (CX)

    As of the close of the third quarter there were nine guru owners of Cemex. These gurus held a combined weighting of 5.30%. During the third quarter, there were three gurus making buys and nine making sells of their stake in CX.

  • [By Ben Levisohn]

    Shares of Vulcan have gained 7.6%, and given a lift to other cement makers today, including Martin Marietta Materials (MLM), which has risen 4.9% and reports earnings on Thursday, Cemex (CX), which has advanced 1.5%, and Texas Industries (TXI), which is up 4.9%.

  • [By Dan Caplinger]

    Even now, though, it's far from clear whether the recent rebound has staying power. Earlier this month, peer Vulcan Materials (NYSE: VMC  ) reported 5% lower shipments of aggregates, although rising prices helped offset the impact, and the company noted double-digit-percentage increases in shipments to hot housing areas including Arizona, California, and Florida. Similarly, Cemex (NYSE: CX  ) posted a substantial loss for its March quarter on with 5% lower revenue, but the Mexican company pointed to strength in the U.S. and Asian markets as offsetting weakness in Mexico, Europe, and Latin America.

Hot Construction Companies To Buy Right Now: Fomento de Construcciones y Contratas SA (FCC)

Fomento de Construcciones y Contratas SA (FCC) is a Spain-based company, which is primarily engaged, together with its subsidiaries in the construction and environmental services sector. The Company�� activities include the collection, treatment and elimination of solid urban waste, street cleaning, sewer system maintenance, green areas and buildings maintenance, urban transport, treatment and elimination of industrial waste, full-service water supply management and cement manufacture. The Company is also active in the real estate development, as well as in the renewable energy industry. In addition, the Company is a parent of Grupo FCC, a group which comprises a number of controlled entities. Advisors' Opinion:
  • [By Live Investor]

    What does the FCC have to say? The regulator�� reaction is nothing surprising. After Son met the Federal Communications Commission (FCC) to convince them about the prospects of the proposed deal, Reuters reported that FCC chairman Tom Wheeler wasn�� quite impressed and had dubious thoughts on it.

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