| Symbol | Sector | Return | Exposure | Trades | Last Trade | Status | |
|---|---|---|---|---|---|---|---|
| EME | Heavy Construction | 20.91% |
|
10 | 11-May-09 | Currently Holding |
14-Dec-08
Will Obama help me beat my benchmark?
Holding Rationale for EME.
EMCOR Group, Inc. Is a company involved in building and maintaining mechanical portions of buildings and infrastructure. This includes lights that run along freeways as well as A/Cs in schools.
With the new administration looking to adapt New Deal type strategies and investing money in infrastructure to increase the countries GDP I thought I should jump on this wagon and invest in what they are investing in.
Bear in mind that I am hoping that EMCOR gets the contracts for this new infrastructure. Hopefully it will pay off in the months to come.
Some similar companies too look at are McDermott International Inc. and Perini Corporation.
Posted at 16:01 in Holding Rationales | Permalink | Top
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