infrastructure

As multinational military forces have left Iraq, international petroleum companies have eagerly descended -- seduced by the long-term potential of vast oil reserves off-limits to foreigners for decades. Yet lingering violence, legal questions and political uncertainty make doing business in this country a gamble.

DGW - Duoyuan Global Water plans on offering 5 million ADS at a range of $13-$15. The offering will be 5.75 million ADS if the over-allotment is exercised. Piper Jaffray is leading the deal, Oppenhemier and Janney Montgomery co-managing. Post-ipo, DGW will have 21.3 million ADS equivalent shares outstanding for a market cap of $298.2 million on a pricing of $14.

Understanding public policy decisions is crucial to investment success.
This has never been more true. Government intervention is changing the nature of every business. As an investor, you need to figure out what is going to happen, and whether it affects the companies in which you own stock.

Macquarie Infrastructure Company focuses its efforts on owning, operating and investing in a diversified group of infrastructure businesses that provide basic, everyday services in the United States. These businesses typically have sustainable, growing long-term cash flows due to consistent customer demand and strong competitive positions.

ANTs Software Inc. announced that its wholly-owned subsidiary, Inventa Technologies, Inc. closed $800,000 in contracts that is expected to be fully recognized in the current fiscal year. According to the press release, this 2009 incremental revenue is directly related to three projects that will soon be initiated.

We've heard campaign speeches about it. We've speculated over the literal meaning as well as extended definitions. We even have several ETFs with the actual word in the title: (1) iShares Infrastructure Fund...

Much has been made over the Obama stimulus package to boost infrastructure spending to create jobs. While the plan may boost the sector over time the challenge is investors blindly jumping into positions they have no foundation or research to justify. That of course is my opinion and bias coming out from all the years of advising and talking to investors.

** I'm headed back to Utah for more medical tests this week.

Rapid Link Inc., a supplier of bundled internet and voice services to Business and Residential customers, announced the construction of a new data center in Atlanta, Georgia.

New stimulus programs and focus on infrastructure projects and cheap valuations means investing in selected manufacturing business will generate great rewards

Obama has just announced the new economic team, and between the lines the big secret is out. The one mind that will most impact the stock market in the next 12 months is Larry Summers.

China Architectural Engineering Inc. has been shaping the skyline with the design, engineering and installation of high-end curtain wall systems made from glass, stone, and metal. Their products have been used widely in many types of buildings.

A series of acquisitions helped strengthen the bottom line for Deep Down, Inc (OTCBB: DPSW). The sub-sea pipeline infrastructure company has generated revenues of $14.2 million so far this year, compared to $7.2 million for the same 6-month period last year.

Hedge Fund Tracking of Jeffrey Gendell's $10 billion Tontine Partners. Portfolio holdings updated as of their most recent 13F filing with the SEC.

Badger meter is popping a nice 9% today on strong Q2 earnings. Compared to Q2 of 2007, Q2 2008 sales are up 20.1%, net earnings up 28.8%, and EPS up 26.3%. These results are in the face of what appeared to be a challenging environment for utility and industrial component suppliers.