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Q: Hi 5i,

Your comments on recent quarter and year end results from Quanta Services (PWR) would be appreciated.

For a long term hold is this stock a buy, sell or hold?

Could you also provide other companies in this space that provide these kind of services to renewables? Do you see them as being any better than PWR?

Thanks!!
Read Answer Asked by Brian on February 26, 2024
Q: Interested in a pick in US building materials as a play on infrastructure spend but equities like Martin Marietta, Vulcan Materials, Granite Construction and Quanta seem expensive. However Eagle Materials appears cheaper. Of these 5 are there two you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another building material equity you would prefer more than any of these and if so what would be your reasoning for that pick. Thanks as always.
Read Answer Asked by Ken on February 14, 2024
Q: Hi 5i Team - Could you provide an update on BWX Technologies, particularly in relation to its small nuclear reactors technology. Do you think that there will be a demand for this type of energy source and is BWXT the best positioned company to commercialize them, or are there better choices in this field. Also are there already small nuclear reactors been built or up and running.
Thank you
Read Answer Asked by Rob on January 31, 2024
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