AMEC
Perfect Uptrend - looks like I got out way too soon.
M Cap -Stg 2 B
Div 2 % P/Sales=0.62
UK based international project management and services company.
In global infrastructure/ environmental/ energy services areas.
Incl nuclear services.
Being re-organised for more profitability.
''strategy to make AMEC a leading supplier of high value consultancy, engineering
and project management services to the world's energy and industrial process markets."
Share buyback programme To date, 2.85 million shares have been bought in the
market to be held in treasury for a total cost of nearly #15 million.The board intends
that further buybacks should be made during the course of 2007.
Big institutions seem to be taking profits now though.
...............................................
SGR Shaw Group
SGR Shaw serves similar global markets from US base.
Shaw has won Chinese contracts to design + build nuclear power stations.
Again sold too soon.
P/Sales 0.66
Revenue 4.9 B
No Div
7 % sold short
SGR v AMEC
Conclusions:
Both are in major uptrends
SGR looks more overstretched in short term
AMEC looks safer buy now
Both look good on a pullback
No comments:
Post a Comment