Topics covered: Strong End Markets for Building Products, North American Electrical Transmission, Infrastructure Spending, Infrastructure Build in Emerging Markets, Energy Infrastructure Companies
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Halliburton Company (NYSE:HAL), Foster Wheeler AG, Dow Inc. (NYSE:DOW), Chicago Bridge & Iron Company N.V. (NYSE:CBI), Owens Corning Inc (NYSE:OC), Granite Construction Incorporated (NYSE:GVA), Great Lakes Dredge & Dock Corporation (NASDAQ:GLDD), Aegion Corp (NASDAQ:AEGN), Willbros Group, Inc. (NYSE:WG), WESCO International, Inc. (NYSE:WCC), Tetra Technologies, Inc. (NYSE:TTI), AT&T Inc. (NYSE:T), Quanta Services, Inc. (NYSE:PWR), Powell Industries, Inc. (NASDAQ:POWL), MYR Group, Inc. (NASDAQ:MYRG), MasTec, Inc. (NYSE:MTZ), Hubbell Inc., EMCOR Group, Inc. (NYSE:EME), Dycom Industries, Inc. (NYSE:DY), General Cable Corporation (NYSE:BGC), Belden Inc (NYSE:BDC), AZZ Incorporated (NYSE:AZZ), Acuity Brands Inc (NYSE:AYI), Anixter International Inc. (NYSE:AXE), Primoris Services Corporation (NASDAQ:PRIM), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), United States Steel Corporation (NYSE:X), Steel Dynamics, Inc. (NASDAQ:STLD), Nucor Corporation (NYSE:NUE), BP p.l.c. (NYSE:BP)
