Chicago Bridge & Iron Co. | StockChase
29
Chicago Bridge & Iron Co. (CBI-N)

Last Price Recorded: $15.4600 on 2017-11-17

ON STOCKCHASE SINCE Aug 2013

REAL ESTATE

Chicago Bridge & Iron Co.


Signal Opinion Expert

2017-10-05

PAST TOP PICK
Chicago Bridge & Iron Co. (CBI-N)

(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.

REAL ESTATE
Ross Healy

Chairman, Strategic Analysis Corp

Price: $16.280
Owned: No

2017-06-13

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

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.

REAL ESTATE
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $15.780
Owned: No

2017-06-05

SELL ON STRENGTH
Chicago Bridge & Iron Co. (CBI-N)

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.

REAL ESTATE
Matthew McCall

President, Penn Financial Group

Price: $19.180
Owned: Unknown

2017-05-19

BUY
Chicago Bridge & Iron Co. (CBI-N)

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.

REAL ESTATE
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $20.800
Owned: Yes

2017-05-18

BUY on WEAKNESS
Chicago Bridge & Iron Co. (CBI-N)

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.

REAL ESTATE
Matt Kacur

President, FSA Financial Science and Art

Price: $19.350
Owned: Unknown

2017-03-13

BUY
Chicago Bridge & Iron Co. (CBI-N)

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

REAL ESTATE
Matt Kacur

President, FSA Financial Science and Art

Price: $30.120
Owned: Unknown

2017-02-27

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

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.

REAL ESTATE
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $34.310
Owned: Yes

2017-01-26

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

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.

REAL ESTATE
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $32.720
Owned: Yes

2017-01-17

BUY
Chicago Bridge & Iron Co. (CBI-N)

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.

REAL ESTATE
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Management

Price: $32.720
Owned: Yes

2016-12-01

TOP PICK
Chicago Bridge & Iron Co. (CBI-N)

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.)

REAL ESTATE
Ross Healy

Chairman, Strategic Analysis Corp

Price: $33.680
Owned: Yes

2016-08-10

SPECULATIVE BUY
Chicago Bridge & Iron Co. (CBI-N)

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.

REAL ESTATE
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $33.540
Owned: No

2016-01-26

PAST TOP PICK
Chicago Bridge & Iron Co. (CBI-N)

(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.

REAL ESTATE
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $35.810
Owned: No

2015-05-12

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

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.

REAL ESTATE
David Baskin

President, Baskin Wealth Management

Price: $48.490
Owned: No

2015-04-15

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

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.

REAL ESTATE
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $51.790
Owned: No

2015-04-07

PAST TOP PICK
Chicago Bridge & Iron Co. (CBI-N)

(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.

REAL ESTATE
Genevieve Roch-Decter

Portfolio Manager, LDIC Inc.

Price: $49.490
Owned: No

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