Chicago Bridge & Iron Co.

CBI-N

Analysis and Opinions about CBI-N

Signal
Opinion
Expert
COMMENT
COMMENT
April 27, 2018

They help build infrastructure for the chemical and energy sectors. They were supposed to merge with a similar company to benefit from synergistic cost savings. This is at risk to falling apart as private equity has come in to potentially take out the other entity exclusively. He calls this a hold.

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They help build infrastructure for the chemical and energy sectors. They were supposed to merge with a similar company to benefit from synergistic cost savings. This is at risk to falling apart as private equity has come in to potentially take out the other entity exclusively. He calls this a hold.

BUY
BUY
January 12, 2018

Closed at $18.69, and his model price is $22.97, a 23% upside. There was a hint of some accounting irregularities, and he thinks the bad news is out and the stock looks like it is recovering. On earnings, the mean estimate for 2018 is $1.88, so it is 10X earnings. An infrastructure play, and you can’t get any better than that. Had a positive transit of EBV +1 this week.

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Closed at $18.69, and his model price is $22.97, a 23% upside. There was a hint of some accounting irregularities, and he thinks the bad news is out and the stock looks like it is recovering. On earnings, the mean estimate for 2018 is $1.88, so it is 10X earnings. An infrastructure play, and you can’t get any better than that. Had a positive transit of EBV +1 this week.

PAST TOP PICK
PAST TOP PICK
October 5, 2017

(A Top Pick Dec 1/16. Down 51.44%.) When he picked this, it was cheap, had a good balance sheet and was in the right area of infrastructure spending. Then energy went for another dump in the tank, and none of the infrastructure spending ever came through.

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(A Top Pick Dec 1/16. Down 51.44%.) When he picked this, it was cheap, had a good balance sheet and was in the right area of infrastructure spending. Then energy went for another dump in the tank, and none of the infrastructure spending ever came through.

SELL
SELL
June 13, 2017

This has been under pressure and it has been tough. He would just get rid of it if you own. It is under fundamental and technical pressures.

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This has been under pressure and it has been tough. He would just get rid of it if you own. It is under fundamental and technical pressures.

SELL STRENGTH
SELL STRENGTH
June 5, 2017

It struggled. It is a global infrastructure play that has not done well. There are better ones to play. Sell into any rally you get.

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It struggled. It is a global infrastructure play that has not done well. There are better ones to play. Sell into any rally you get.

BUY
BUY
May 19, 2017

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.

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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.

BUY WEAKNESS
BUY WEAKNESS
May 18, 2017

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.

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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.

BUY
BUY
March 13, 2017

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

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

COMMENT
COMMENT
February 27, 2017

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.

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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.

COMMENT
COMMENT
January 26, 2017

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.

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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.

BUY
BUY
January 17, 2017

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.

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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.

TOP PICK
TOP PICK
December 1, 2016

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.)

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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.)

SPECULATIVE BUY
SPECULATIVE BUY
August 10, 2016

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.

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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.

PAST TOP PICK
PAST TOP PICK
January 26, 2016

(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.

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(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.

COMMENT
COMMENT
May 12, 2015

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.

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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.

Showing 1 to 15 of 31 entries

Chicago Bridge & Iron Co.(CBI-N) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Chicago Bridge & Iron Co. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Chicago Bridge & Iron Co.(CBI-N) Frequently Asked Questions

What is Chicago Bridge & Iron Co. stock symbol?

Chicago Bridge & Iron Co. is a OTC stock, trading under the symbol CBI-N on the (). It is usually referred to as or CBI-N

Is Chicago Bridge & Iron Co. a buy or a sell?

In the last year, there was no coverage of Chicago Bridge & Iron Co. published on Stockchase.

Is Chicago Bridge & Iron Co. a good investment or a top pick?

Chicago Bridge & Iron Co. was recommended as a Top Pick by David Dietze on 2018-04-27. Read the latest stock experts ratings for Chicago Bridge & Iron Co..

Why is Chicago Bridge & Iron Co. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Chicago Bridge & Iron Co. worth watching?

In the last year, there was no coverage of Chicago Bridge & Iron Co. published on Stockchase.

What is Chicago Bridge & Iron Co. stock price?

On , Chicago Bridge & Iron Co. (CBI-N) stock closed at a price of $.