Viewing Company Chicago Bridge & Iron Co. | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Chicago Bridge & Iron Co. Stock Symbol: CBI-N

Last Price Recorded: $19.7200 on 2017-05-26

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-05-19 BUY John Petrides

This got crushed this week. They had a poor earnings call, but the following sell-off each day was probably sentiment of Trump’s infrastructure package getting delayed, or taken off the table entirely. Their backlog is still pretty good and valuation is about 4.5X earnings. He likes this is a purchase at this time.


Price:
$20.800
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-18 BUY on WEAKNESS Matt Kacur

The long-term track record is actually quite good. However, they are going through some tough times at the moment. Results haven’t been that great and there might have even been a lawsuit against them. They are building in the oil/gas area which has not been great. There will probably be a better opportunity to get it at a lower price. He likes this long term.


Price:
$19.350
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-13 BUY Matt Kacur

A solid company. For the most part, this is probably a Buy. Good ROC, and the valuation is pretty reasonable.


Price:
$30.120
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-27 COMMENT Mike S. Newton, CIM FCSI

The kind of torque that he thought he would get from an industrial name. It felt like a Trump stock. He still likes it. They have been plagued by a decline in oil prices and oil drilling activity, because they are still perceived to have a very big oil/gas drilling business, but thinks it is lower than what people think.


Price:
$34.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-26 COMMENT Mike S. Newton, CIM FCSI

Just recently bought this. It has definitely lagged in the engineering/construction space. There is a lawsuit with Mitsubishi regarding some nuclear business, which hasn’t been settled yet. That has hung over the stock. This fits into the value/cyclical bent that we need to start revisiting. It certainly plays into the whole game with respect to what Trump is trying to do in revitalizing infrastructure. Because of its always seemingly higher oil/gas exposure, this is another reason it has lagged, but could also be one of the catalyst that drives it out. Trading at 7X forward earnings only.


Price:
$32.720
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2017-01-17 BUY David Dietze

He likes this company. It is a smaller play, so it is going to be more volatile than the overall market. If you are bullish on fossil fuel prices, you should be even more bullish on this company. It trades at a very low PE valuation. It has long-term promise as it spreads its business overseas.


Price:
$32.720
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-12-01 TOP PICK Ross Healy

Essentially an infrastructure stock with about 60% of their business focused on energy, of which LNG is a big part. They also do a lot of general infrastructure work. The stock is cheap. Dividend yield of 0.83%. (Analysts’ price target is $36.08.)


Price:
$33.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-10 SPECULATIVE BUY Jennifer Radman

Not for the faint of heart. They are in construction and she has been seeing some good activity in that space. This one hasn’t participated as much because of the parts of the market they are in. They do petrochemicals as well as LNGs, and a lot of projects are being delayed. Estimates are coming down and guidance is coming down. They’ve had execution issues. Also, there is a $2 billion+ lawsuit they are getting accused of. If you can stomach the volatility, this looks like a good entry point.


Price:
$33.540
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
No
2016-01-26 PAST TOP PICK Mike S. Newton, CIM FCSI

(A Top Pick Jan 27/15. Down 7.61%.) This would come up as a very strong Buy now. Got stopped out in the summer, but he had done very well on the name. Exposure to infrastructure contracts in oil and gas has driven this down. An international company, headquartered out of the Netherlands. It looks attractive and is probably a good buy down here.


Price:
$35.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2015-05-12 COMMENT David Baskin

Took a very hard look at this 2 years ago on the thesis that American infrastructure is falling apart. There are thousands of bridges in the US that need to be replaced, tens of thousands of miles of roads and highways that need to be rehabilitated. He thought that surely somebody was going to spend money on infrastructure in the US, and this company would benefit. The problem is the deadlock in the US Congress. Everybody understands that money has to be spent on these things, but Republicans don’t want to do it while Obama is still in office. If you think a Republican will be elected as a president, this would probably be a good thing to buy.


Price:
$48.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-04-15 HOLD Mike S. Newton, CIM FCSI

This is an example of a name that he had owned, where he had got stopped out. He loved the name, so got right back into it. It had quite a rebound and he ended up taking his money off the table. If you own, he would recommend that you stick with it.


Price:
$51.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-04-07 PAST TOP PICK Genevieve Roch-Decter

(A Top Pick April 4/14. Down 41.36%.) Made some money on this and sold her holdings at around $70. The largest energy engineering company globally, and at that time she was really focused on LNG. A few years ago they bought a company called Shaw, which was in the nuclear space. With that acquisition they inherited a lot of projects, and things got worse and worse with delays and expenditure overruns. Started reporting quarters with big negative cash flows.


Price:
$49.490
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-01-27 TOP PICK Mike S. Newton, CIM FCSI

He gives this with a strong advisory to keep your position very small as an initial position. Shares sold off 55% since its highs. Most of the Street is readjusting down on it. He thinks it has been discounted down to a much more onerous scenario than what might play out. Most of their business is from the downstream liquefied gas. The riskier part is not a big a part of their business. Yield of .72%. Only take a 1% position in this and make sure you have a stop in it.


Price:
$39.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-01-08 DON'T BUY Brian Acker, CA

There are quiet whispers regarding the accounting within the company.  If it went above $42.92 he would be more positive on it and they need to quiet the whispers on the accounting side.


Price:
$41.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US LARGE CAPS
Owned:
No
2014-12-15 WATCH Michael Bowman

Was a top pick of his.  There is no support or resistance on this chart.  It has been in free fall.  He likes it because of valuation.  Thinks it has great value here, but he does not know where the bottom is.


Price:
$38.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Unknown
Showing 1 to 15 of 26 entries
<< < 1 2 > >>

No Comments.


You must be logged in to comment.