NYSE:EME
EMCOR Group (EME)
682.76
+3.21 (0.47%)
as of Nov 2, 2026, 9:00:00 pm Market Closed.
35 watching
Financials 
Technical Analysis 0
BUY
PAST TOP PICK
(A Top Pick Nov 18/21, Up 15%) Will benefit from future infrastructure spending. Bill has passed, but no money has been spent yet. General contractor for construction sites.
Gordon ReidOwned
REAL ESTATE
TOP PICK
Facilities services. Good timing because of the infrastructure bill. Trades at 18x earnings. Very strong balance sheet. Lots of opportunity. Yield is 0.40%. (Analysts’ price target is $142.80)
Gordon ReidOwned
REAL ESTATE
PAST TOP PICK
(A Top Pick Jul 23/20, Up 92%) Infrastructure bill will be additional fuel for this company. Reasonable multiples, growth rates are fantastic. He'd buy at these prices.
Gordon ReidOwned
REAL ESTATE
PAST TOP PICK
(A Top Pick Oct 17/19, Down 20%) An industrial services company for major projects. They provide services in hydraulics, electrical, communications, etc. With the economy slowing down and projects being differed, it has stalled. Once infrastructure programs begin, if a Democratic administration takes over, they are well positioned.
REAL ESTATE
TOP PICK
Provide mechanical, electrical, and building services for construction sites. Trades at a reasonable multiple of 13x earnings. Cash rich. Free cash flow yield is pushing a robust 10%. Great balance sheet, with debt to capital of 20%. Will benefit from infrastructure stimulus. Yield is 0.50%. (Analysts’ price target is $68.75)
Gordon ReidOwned
REAL ESTATE
TOP PICK
Small cap. Construction services. Reasonably priced at 15x earnings. 7% free cashflow yield. 95% of revenue comes from US. Nice option in the face of trade wars. Yield is 0.36%. (Analysts’ price target is $93.40)
Gordon ReidOwned
REAL ESTATE
TOP PICK
In the mechanical/construction services business so they are very much part of the stimulus program. Only a third of stimulus money has been spent so 2010-2011 should be a good time for them. Trading at about 12X 2010 estimates. Very little debt. Have $10 a share in cash on the balance sheet. Have had 10 consecutive quarters of earnings surprises.
Gordon ReidOwned
REAL ESTATE
Showing 16 to 23 of 23 entries
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He owns EME instead of Quanta Services. On a 5-year chart, PWR has outperformed. But on a 1-year chart, EME is ahead. At 28x earnings, the multiple on PWR is about 50% higher than its normalized range, so it's not as good a value today. He'd switch into EME. EME has better profitability metrics, EPS revisions are better, PE is 20x earnings.