Q: I have gone from Fear to FOMO with these market gyrations, and am sitting on a ~15% cash position that I am anxious to deploy given the opportunity cost I have already incurred. I am targeting the above companies with most if not all of this cash. Three questions:

1. Could you rank these holdings in terms of long term capital appreciation potential?

2. How would you recommend I deploy this cash in this market towards these holdings? Over time or just proceed at this point?

3. Which 3-5 companies would you feel the most 'urgency' with?

Q: I hold Fix and Vrt and have done very well on both because of their potential re Data Centers, I am nervous on both because of past performance and I am aware that this % performance wont go on forever and there will come a day that I will likely bail. Do you have any other similar stocks that you would recommend That should benefit from the Data Center frenzy. Iwould put a stop loss on any of these stocks Thank you.

Q: Hi 5i,
May I please have your comments on the latest Q1 results from Sterling Infrastructure?

The stock has performed well over the last +/-3 years. For a current 3.5% position in a portfolio, would you continue to hold long term after this large jump today? Or would you trim to take some profits?

How does STRL compare to others such as FIX, PWR and POWL?
How would you rank these 4 companies for a 3 to 5 year hold?

Thanks.