Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.

Q: Hi, Could you please provide more details on Quanta Services, as a niche operator in Power Infrastructure sector. Why do you consider it as one of your best picks in the sector ? How is its debt and current valuation ? After recent earnings of May 2, stock has gone up from $255 to $285, before pulling back briefly yesterday to $280. Would you be comfortable to start a position at current level or wait for a better entry point ?

Thank You

Q: Could you please give your opinion on BELFB as company that could benefit in this sector similar to Hammond or are other companies that you prefer such as SPXC, EME, WCC, .Thanks so very much for you expertise.