Seeking Alpha: Is There Enough Gas In The Tank To Take CB&I Back Up?

The opportunity to leverage plentiful U.S. low-cost natural gas reserves into LNG exports is real and CB&I (CBI) has built itself into one of the best engineering, procurement, and construction companies in that space. Along the way it has also positioned itself as a strong player in chemicals and power, as well as a provider of process technologies for the chemical, refining, and gas processing markets.

CB&I has over 10 quarters of revenue already in the order book, and there is still the possibility (if not probability) of additional awards in LNG, chemicals, and OUS power plants. The catch, as is so often the case, is in the valuation. There's a pretty long record of EPC companies trading at forward EV/EBITDA multiples in the 8x to 10x range, and applying that range to CB&I doesn't point to much upside in a stock that has already risen 60% in the last year, 100% in the last two years, and almost 700% in the last five years.

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Is There Enough Gas In The Tank To Take CB&I Back Up?

Seeking Alpha: Matrix Looks To Multiple Growth Opportunities And Better Margins

It's not too hard to make money investing in companies that make things, but successful investing in companies that build things has proven quite a bit more challenging. Not only is there rampant competition in engineering & construction (E&C) to keep a lid on prices, but many a contractor has run into trouble with cost overruns. All told, this is a sector where the relative few companies that earn decent (or good) returns on capital are more than offset by those who fall short - in other words, this is a sector where picking the right company/stock matters.

Maybe Matrix Service (MTRX) is one of those better picks. The company's recent ROICs haven't been super, but nor have they been terrible. What's more, management seems to have a cogent vision for not only growing the business, but doing so in a profitable way.

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Matrix Looks To Multiple Growth Opportunities And Better Margins

Investopedia: Does The Stock Of Chart Industries Already Discount A Rosy Future?

Natural gas has a bright future, both here and abroad, as an energy source in a variety of applications. Not only do countries like the U.S. and China have substantial shale gas reserves, but a host of companies like Westport (Nasdaq:WPRT) and Clean Energy (Nasdaq:CLNE) are developing technologies to exploit them in applications like vehicle fuel.

For natural gas usage to meet its potential, though, the world needs a lot more infrastructure and that's where Chart Industries (Nasdaq:GTLS) comes into the picture. By offering good technology that addresses multiple points in the ecosystem (liquification, storage, distribution, etc.), this company should have many years of impressive revenue growth ahead. The question, though, is just how much of this the stock price already reflects.

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