PUBLIC INFRASTRUCTURE AND GREEN ENERGY/ENVIRONMENTAL COMPANIES

[TRCPA]

Double and Triple-Profit Ideas For 2009

http://www.contrarianprofits.com/articles/double-and-triple-profit-ideas-for%202009/10409

6) If you want to play the coming Obama/worldwide economic-stimulus infrastructure bubble, you’re going to have to get in soon.

In China, that would mean jumping on low prices General Steel Holding (NYSE:GSI). I’ve known the GSI guys for five years now – even before they were public.

Actually, I took a bunch of investors over to Beijing in 2004 and introduced them to the company just two hours before it went public.

Great company… great CEO… great management (much of its top management and board are from what I affectionately refer to as Beijing’s born-again Christian mafia).

Its earnings are slated to jump out of the roof next year. At around $4, GSI is a wicked steal.

GSI is one of 2009’s potential share-price triplers.

7) If you want to stay closer to home and still play the great-infrastructure-bubble-of-2009, then take a good look at Pasadena, California-based Jacobs Engineering (NYSE:JEC). But, do it fast, because it is destined to be a newsletter darling next year.

Multifaceted, JEC provides technical, professional, and construction services to industrial, commercial, and governmental customers worldwide.

It designs and engineers manufacturing plants that make chemicals and polymers, pharmaceuticals and biotechnology, oil and gas refining, food and consumer products, and basic resources industries

It also designs and engineers infrastructure projects such as highways, roads, bridges, and other transportation systems, as well as water and wastewater treatment plants, water resources facilities.

Most analysts agree that JEC should see a nice jump in earning next year. It has a tiny amount of debt, which make its 20.5% return on equity that much more impressive.

JEC has the very real potential to be one of 2009’s safest share-price doublers.

Do your own homework on Illinois Tool Works (NYSE:ITW), Vodafone (VOD), Cosco Singapore (CSCMY)… each could have a smoking hot 2009.

That’ll do it for this week. I’ve been traveling so, I need get home to Boston and get some of that New England Christmas spirit going.

Of course, one of the season’s happiest symptoms is the fact that so many of us return to a naïve child-like state that peace on earth – even for a few weeks – seems like a noble goal.

Merry Christmas (for those among you that find such a salutation applicable).