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MasTec Inc. (MTZ $171.98)
- $171.98 Fwd P/E: 63.43X Cap: $13.56B
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NextEra Energy Inc. (NEE $74.75)
- $74.75 Fwd P/E: 27.67X Cap: $153.88B
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Quanta Services Inc. (PWR $385.80)
- $385.80 Fwd P/E: 62.34X Cap: $57.17B
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Williams Companies Inc. (The) (WMB $58.48)
- $58.48 Fwd P/E: 31.53X Cap: $71.40B
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MasTec Inc. (MTZ $171.98)
- $171.98 Fwd P/E: 63.43X Cap: $13.56B
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Jacobs Solutions Inc. (J $132.37)
- $132.37 Fwd P/E: 36.73X Cap: $15.90B
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Vertiv Holdings LLC Class A (VRT $126.26)
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Constellation Energy Corporation (CEG $318.25)
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Nebius Group N.V. (NBIS $47.84)
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AmeriTrust Financial Technologies Inc. (AMT $0.07)
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Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.
I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!
I'm particularly interested in your comments on management effectiveness
I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!
I'm particularly interested in your comments on management effectiveness
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Quanta Services Inc. (PWR $385.80)
- $385.80 Fwd P/E: 62.34X Cap: $57.17B
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.00)
- $127.00 Fwd P/E: 16.93X Cap: $1.51B
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MasTec Inc. (MTZ $171.98)
- $171.98 Fwd P/E: 63.43X Cap: $13.56B
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Encore Wire Corporation (WIRE)
- Fwd P/E: 15.22X Cap: $4.57B
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Q: Please rank these companies, or suggest alternatives, as investment opportunities in the build out of the electric grid to accommodate changes in energy delivery - based on their current stock valuations.
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Quanta Services Inc. (PWR $385.80)
- $385.80 Fwd P/E: 62.34X Cap: $57.17B
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Dycom Industries Inc. (DY $252.13)
- $252.13 Fwd P/E: 31.72X Cap: $7.14B
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MasTec Inc. (MTZ $171.98)
- $171.98 Fwd P/E: 63.43X Cap: $13.56B
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EMCOR Group Inc. (EME $551.14)
- $551.14 Fwd P/E: 24.2X Cap: $23.76B
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AECOM (ACM $115.43)
- $115.43 Fwd P/E: 25.2X Cap: $15.14B
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Q: An excerpt from Oaktree's quartley letters,concerning the US power grid, states:
The entire power grid needs to be updated and reimagined in many ways – some obvious and some that take more expertise to appreciate.
For example, substation equipment will need to be upgraded to handle renewable capacity additions. Tens of thousands of miles of overhead conductors will need to be replaced, and new lines will need to be built. And new distribution equipment, such as transformers, will need to be installed and serviced. In short, we believe investors should focus on the entire electric power value chain – from generation through consumption.
Could you please list some companies that you feel would benefit from the above changes.
The entire power grid needs to be updated and reimagined in many ways – some obvious and some that take more expertise to appreciate.
For example, substation equipment will need to be upgraded to handle renewable capacity additions. Tens of thousands of miles of overhead conductors will need to be replaced, and new lines will need to be built. And new distribution equipment, such as transformers, will need to be installed and serviced. In short, we believe investors should focus on the entire electric power value chain – from generation through consumption.
Could you please list some companies that you feel would benefit from the above changes.
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