In the Fast Money Happy Hour we go to Devin Tavern in Manhattan for Thursday’s trading buzz.
Manish Vora is the Director of Research, for Monness, Crespi, Hardt & Co., Inc. and he joined the panel for this conversation.
Vora said that large engineering and construction companies have been terrific performers this year, trading up nearly 100% YTD. However, the large E&C (engineering and construction) players are trading at high valuations so he’s focused on smaller E&C names that have backlog and international growth potential.