URS Corp (URS)

Largest engineering firm in the US. They are big on roads, nuclear power plants, and football stadiums. They have a handle on knowing what needs to be done, and what people are interested in doing.

(His 3 Top Picks tonight are a package.) A contracting company and designer of infrastructure. Whoever gets elected, there will be another stimulus package coming out of Congress in the very short-term and into infrastructure.

Access to capital should remain very healthy. Expected to grow 13/14% at a 13/14 X multiple.