A lot of names to run through again today with almost 150 names hitting the initial criteria. Still seeing a good mix of companies hit the screens (is this bullish? I am not sure, but it would seem so on the surface). One theme I noticed over the last few days that many infrastructure plays- namely powerline construction companies and related companies in the food chain- are catching bids on volume. This is probably due to a combination of the need to rebuild/strengthen the infrastructure after Hurricane Sandy and better results out of Quanta Services (ticker PWR).
No comments:
Post a Comment