-
Grid Investment Will Hit $300 Billion In The U.S. And Canada (GRID, FLM, GII)
Thursday, May 12, 2011 - 3:02pm | 223Read More...According to a new report from The Brattle Group, investment in power transmission infrastructure will reach $16 billion per year in the U.S. and $5 billion annually in Canada, through 2030. Since the 1980s and the adoption of cell phones, iPads, computers and other "modern" conveniences, peak...
-
Rail Infrastructure Stocks Get A Boost From Uncle Sam
Tuesday, May 10, 2011 - 1:00pm | 238Read More...The Obama administration recently announced just over $2 billion in grants and loan guarantees to help build and improve intercity passenger-rail service across the Northeast, Midwest and California. Fifteen states and Amtrak will receive $2.02 billion for 22 intercity passenger rail projects as...
-
Tablets Will Drive Data Demand
Monday, April 25, 2011 - 3:43pm | 257Read More...According to a new report from Cisco (NASDAQ: CSCO), tablet PCs like Apple's (NASDAQ: AAPL) iPad, will generate nearly 5 times more data traffic than the average smartphone. In 2010, mobile data traffic per tablet was about 405MB per month, compared to the nearly 79MB per month for smartphones....
-
Easter Traffic Jams Bode Well For BRXX
Sunday, April 24, 2011 - 3:18pm | 187Read More...Holiday traffic is a familiar sight all over the world. So it's no surprise that during the long Easter weekend, many Brazilians have left the confines of their cities to spend some time relaxing with their relatives around the country. However, what is surprising is the sheer volume of traffic....
-
Japan Trading Theses
Wednesday, March 16, 2011 - 2:38pm | 796Read More...The large scale devastation and the loss of human lives caused by the tsunami are saddening, and we can only hope that the population unaccounted for after the event are merely those who lost communications, but are still alive. Our condolence goes to those who lost their loved ones and saw their...
-
Broadband Infrastructure Build-Out
Sunday, July 25, 2010 - 4:56pm | 220Read More...Many investors focusing on the infrastructure sector tend to look at roads, water systems, power grids and the like, they often ignore the need for high speed internet and communications networks. In growing and developing nations these networks will need to be created in order to facilitate...

