The State of the Union and Infrastructure Stocks: Time to Make a Move – URS Corp (URS)

KBR, Inc. (NYSE:KBR)

KBR is a bit of an enigma to me these days. The firm’s clearly got the skills and experience to go as far as it wants in major construction. It wins contracts but it came in with an EPS much lower than expected. Still, I think it’ll do well, though perhaps not as well as some of the others listed here. KBR should be a back-up investment for you if, for some reason, you’re prevented from picking up some of the others here. It does pay a 1.04% dividend, though. A nice little bonus that not all of the firms in the industry do.

The Shaw Group Inc. (NYSE:SHAW)

Be wary of just tracking the stock on SHAW. There’s a big jump late last July that was inspired by the announcement that a takeover is under way. There have been issues about that but the stock hasn’t crashed back to pre-announcement levels. Shaw is another firm that can build pretty much anything, so they’ll have an opportunity to expand. Picking up shares right now might be difficult with the merger set for soonest, though. Keep an eye on it.

Predicting what Congress will do is always a challenge. There isn’t enough bipartisanism in either chamber to outdo my two kids after they’ve been locked in the car on an eight-hour drive. Still, building roads, bridges and so forth? That brings a lot of jobs to districts. And that brings congressional votes. If the administration does want this to happen, and structures it right, there will be very few congressmen with the courage to vote ‘NO’ on jobs for their constituents. Here’s hoping it happens.

Good luck!

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The article The State of the Union and Infrastructure Stocks: Time to Make a Move originally appeared on Fool.com and is written by Nate Wooley.

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