With vast natural resources and growing trade opportunities, many Mexican companies have been sending investors' wealth soaring. But I've found investments from another sector that are beating the pants off Mexican stocks -- and I know where you can find out more about them.

Would the real hot stocks please come forward
The 5,500 stocks rated by the 110,000- member Motley Fool CAPS community are categorized by "tags" that group them with other companies sharing similar qualities -- a country of origin, a sector, or an end product, for example. Clicking the Mexico tag pulls up a list of 24 stocks that, along with the broader U.S. market, have declined 14.4% in the past year.

But CAPS tags can lead you to stocks that have outpaced the near-term returns from the Mexico group: infrastructure stocks. This group comprises 17 companies that have outperformed the returns of the broader market and Mexico group with a 12.2% average gain in the past year.

Each group has its share of winners and losers, of course, but CAPS can be a great resource for zeroing in on potential opportunities.

From macro to micro
You can sort tag groups by their average CAPS rating, from one to a maximum five stars, and then see which players -- from Wall Street to Main Street -- are bullish or bearish on a company, and why.

For instance, here are a few of the stocks in the Mexico group:


CAPS Rating (5 max)

1-Year Performance

Fomento Economico



America Movil (NYSE:AMX)



Grupo TMM



Coca-Cola FEMSA



Sources: Yahoo! Finance and Motley Fool CAPS, as of July 10, 2008.

Now, based on the interest in the CAPS community, here's a sampling of infrastructure stocks that investors may want to consider.


CAPS Rating

1-Year Performance

McDermott International (NYSE:MDR)



Jacobs Engineering (NYSE:JEC)



AECOM Technology (NYSE:ACM)



Chicago Bridge & Iron (NYSE:CBI)



Sources: Yahoo! Finance and Motley Fool CAPS, as of July 10, 2008.

 McDermott International
Infrastructure companies such as Foster Wheeler, Jacobs Engineering, and Fluor (NYSE:FLR) are essential parts of the world's rapid industrialization and globalization, so it's no wonder this sector presents some real opportunities for investors. Some investors think global engineering and construction firm McDermott, for one, is well positioned to take advantage of rising oil prices through its oil and gas subsidiaries. And if demand for nuclear power continues, McDermott can meet the new demand for nuclear plant construction, too. Some 97% of the 988 CAPS investors rating the company see McDermott outperforming the market going forward.

Jacobs Engineering
While the bottom is falling out on many other companies, Jacobs Engineering has continued to win lucrative contracts. One recent win comes from Suncor Energy (NYSE:SU) to provide engineering, procurement, and construction services for its Voyageur Upgrader in Alberta, Canada. In April, Jacobs reported record net earnings of $99.3 million for its fiscal second quarter and its CEO maintains a positive outlook because of its strong markets, backlog growth, and positive results. CAPS investors remain positive as well, with 97% of the 779 rating the company bullish on Jacobs Engineering.

AECOM Technology
Leading professional support services provider AECOM also benefits from a diversified client and project list that spans the globe. The company has been an eager buyer lately, announcing five acquisitions so far this year, and still looking for more. With a new place in the Russell 1000 Index, the stock is also due to receive more attention from institutional managers and funds. The stock has already captured significant bullish interest in CAPS, with 98% of the 530 investors rating AECOM believing it will outperform the S&P going forward.

Chicago Bridge & Iron
With steady margins and growing returns on equity and capital, Chicago Bridge and Iron (CB&I) is even more impressive with a five-year growth estimate of 20%. But big first-quarter expectations that CB&I didn't quite reach knocked shares down by 20%, leaving the stock on what many investors considered the sale shelf. The company did report 68% revenue growth after all, and a $7.3 billion backlog certainly counts for something. That's probably why nearly 98% of the 1,059 CAPS investors rating the company say Chicago Bridge remains an outperformer.

Before you buy ...
Of course, what's happened in the past is no indicator of where investors should be putting their capital now. But the underlying reasons behind dramatic run-ups in stocks or groups of stocks can clarify trends that may significantly affect investments. Just make sure to do your own due diligence rather than simply following crowds or individual recommendations.  

Chicago Bridge & Iron Company is a Motley Fool Global Gains recommendation. This service scours the globe to track down promising investment opportunities beyond our borders. Check it out free for 30 days.

When it comes to running long distances, Fool contributor Dave Mock lags more than he leads. He owns no shares of companies mentioned here. The Fool's disclosure policy beats all other disclosure policies, year-in and year-out.