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[Seismic Anamoly]

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*That Bum Seismo plays tha Market?? Now I KNOW I've seen it all......*



Chicago Bridge & Iron



Building the next generation of the world’s energy infrastructure. That includes work from the front-end engineering and design for the build-out of the Russian natural gas industry in Siberia for companies such as BP to the back-end work on the liquefied natural gas terminals necessary to get natural gas to the undersupplied U.S. market. Cheap capital funds the projects that keep Chicago Bridge & Iron busy, and the company has been using its strong balance sheet to snap up smaller energy design and engineering competitors. Recent return on invested capital is about 14%, well above the 7% average for the last five years or the recent industry average of 3%.



Echelon



Using its strong balance sheet to drive the market for its hardware and software systems that allow devices such as air conditioners, lighting systems and thermostats to communicate with each other and with centralized control systems across the Internet. Example: Echelon recently acquired automated electric metering technology from Metering Technology. Echelon intends to use the new technology to build complete solutions for utility customers interested in reaping cost savings from “intelligent” electric meters. At the end of January, the company had about 7 million meters installed. Return on invested capital has recently run at about 9%, up from the five-year average of 2.2%.



Engineered Support Systems



Saw orders soar 90% in its most recent quarter over the year-earlier period. Not especially surprising, since the company’s business is concentrated right where the U.S. defense and security budgets are growing most rapidly. Engineer Support Systems supplies military electronics and support equipment designed to increase the speed with which U.S. forces can be deployed into the field. In addition the company is receiving orders from the Department of Homeland Security and the Department of Defense for its air-handling and heat-transfer equipment for use in the containment of potential biological and chemical attacks. That fast growth provides plenty of opportunities to put cheap capital to work. The company’s recent return on invested capital is about 19%



Steris



Has the broadest collection of devices and equipment for preventing infection in its industry: everything from high-temperature sterilization equipment to the supplies used by washing and decontamination systems. Steris’ growth is linked to the rate at which new hospitals and ambulatory surgery centers come on line. And it’s that link that makes Steris a potential outperformer in a low-interest-rate environment. Capital expansion in the health-care industry is directly related to the cost of capital for hospitals and other health care companies. Cheap money makes expansion and the addition of new services the easiest way for a hospital to balance its books when the government and insurers are looking to cut reimbursement payments for medical procedures. The company’s recent return on invested capital has been near 13%, way above the five-year average of 7%.



Talisman Energy



Drilling for oil and gas in some very expensive places. While Canada accounts for about 50% of Talisman’s current production, the company’s growth prospects come from an offshore gas discovery project in Papua New Guinea and the gas reserves now under development in Indonesia, Malaysia and Vietnam. The geological and geopolitical risks in those areas make Talisman particularly susceptible to fluctuations in the price and availability of capital. On the upside, of course, that increases the company’s leverage if interest rates stay low and capital remains abundant. Production at Talisman is projected to start ramping up this year.







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[Seismic Anamoly]