Empresas ICA SA (ADR) (NYSE:ICA)

CAPS Rating: 5 out of 5

The Company is engaged in a full range of construction and related activities, involving the construction of infrastructure facilities, as well as industrial, urban and housing construction.

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Member Avatar Etirado (< 20) Submitted: 2/15/2012 9:54:21 PM : Outperform Start Price: $7.38 ICA Score: -87.49

-Strong Revenue growth
-Rich with assets
-Decent Current ratio (Shouldn't have a problem repaying debt)
-Economy correlated with US economy (Should improve)
-Infrastructure projects will continue to bring more revenue

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Member Avatar PearlandTX (56.57) Submitted: 3/1/2010 7:00:11 PM : Outperform Start Price: $9.09 ICA Score: -128.86

The earthquake in Chile was a human tragedy. Rebuilding from the destruction will require massive investment. ICA is well positioned to obtain major revenue as part of the rebuilding effort. If you can think of any additional firms that will benefit from the Chilean rebuild efforts, please let me know!

ICA is the ticker for Empresas ICA which is one of Mexico's top construction firms with its fingers in everything from subways to airports. Operating in Latin America and the US, ICA provides construction, design, procurement, management, and engineering services for a variety of civil and industrial projects including highways, hotels, manufacturing plants, power facilities, and airports. It also operates toll roads through public-private partnerships, runs water/wastewater systems, and builds affordable housing. Majority-owned Grupo Aeroportuario del Centro Norte (GACN) operates more than a dozen airports in Mexico. ICA is divided into construction, infrastructure, housing development, and corporate segments. This company is in no way a pure play on Chilean reconstruction, but neither was Shaw on the reconstruction of New Orleans (see below for Shaw record after Hurricane Katrina).

Look at the closing prices of SHAW following Katrina:
Mon., August 22: $16.67
Tues., August 23: 16.65
Wed., August 24: 16.68
Thurs., August 25: 16.66
Fri., August 26: 16.19
Mon., August 29: 17.17
Tues., August 30: 18.05
Wed., August 31: 21.10
Thurs., Sept. 1 20.43
Fri., Sept. 2 21.36
Tues., Sept. 6 21.72
Wed., Sept. 7 22.00
Thurs., Sept. 8 22.08
Fri., Sept. 9 23.55
Mon., Sept. 12 23.02
Tues., Sept. 13 21.89

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Member Avatar wjwcapital (93.14) Submitted: 1/14/2009 6:07:54 PM : Underperform Start Price: $6.63 ICA Score: +174.60

Mexico infrastructure play. PEG ratio is above 2 with earning estimates potentially too high to begin with. On top of this, the company has lots of debt.

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Member Avatar dothedow (41.69) Submitted: 5/6/2008 4:18:12 AM : Underperform Start Price: $24.47 ICA Score: +130.52

7

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Member Avatar suhsido1 (< 20) Submitted: 11/15/2007 6:01:58 AM : Outperform Start Price: $25.90 ICA Score: -126.45

Pro: better stock chart than Google.
Con: No analysts here.

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Member Avatar Mktintelanalyst (< 20) Submitted: 9/14/2007 12:55:12 PM : Outperform Start Price: $23.26 ICA Score: -123.14

PR today says they may get into Panama Cannal expansion project. Housing unit to get listed. They already have a rapidly growing construction portfolio. Their richest holder Carlos Slim owns a bank!

They have com a long way from the Mexican Toll Road consession fiasco. Recently had a stock split.

Get ready to see this one move!

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Member Avatar UncannyHoosier (31.29) Submitted: 1/22/2007 12:46:42 PM : Outperform Start Price: $14.74 ICA Score: -119.59

Mexican Gov't will keep this company busy.

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