- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
What do you guys think about KBR and FLR?
Posted on 3/30/26 at 12:57 pm
Posted on 3/30/26 at 12:57 pm
Watching them. Have done AI searches for companies most likely to profit from data center build outs, rebuilding infrastructure in middle east and defense contractor expansions. Their names kept popping up. Anybody with in depth knowledge of these companies or why it would be a bad idea to open a position in them. Just trying to find some names flying under the radar.
3
Posted on 3/30/26 at 4:54 pm to SmackoverHawg
I’ve been watching KBR since around $50
It’s fundamentally quite sound.
It’s fundamentally quite sound.
Posted on 3/30/26 at 8:51 pm to SmackoverHawg
I see that FLR is building for Centrus…
Intriguing.
More upside than KBR
Intriguing.
More upside than KBR
Posted on 3/30/26 at 8:57 pm to bayoubengals88
quote:
I see that FLR is building for Centrus…
Intriguing.
More upside than KBR
Agree. Will likely open positions in both. Their names both came up a lot when researching who will benefit most from rebuilding infrastructure in the middle east, data centers, and defense expansions.
Posted on 3/31/26 at 10:20 pm to SmackoverHawg
I went in FLR for same reasons you mentioned and the short term drop. Have some 1st hand experience with them a few years back and they do good work. Will keep buying in the 40s.
Also have good size position in TPC for infrastructure themes, but it's been good last year or two. Don't think would add to right now.
A big driver a few years back in these infrastructure stocks was labor inflation moving faster than their fixed price contracts. They're mostly on the other side of that hangover though.
Also have good size position in TPC for infrastructure themes, but it's been good last year or two. Don't think would add to right now.
A big driver a few years back in these infrastructure stocks was labor inflation moving faster than their fixed price contracts. They're mostly on the other side of that hangover though.
Posted on 4/1/26 at 6:48 am to sheepshead
quote:
Have some 1st hand experience with them a few years back and they do good work. Will keep buying in the 40s.
Thanks for the input. That's the kind of feedback I was looking for and longer term investors that really know the companies. I'm hoping we get another pull back, but will keep adding it and KBR.
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News