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Quanta Services Inc. (PWR)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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MasTec Inc. (MTZ)
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Encore Wire Corporation (WIRE)
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.
5i Research Answer:
We would rank: HPS.A, PWR, WIRE. Note HPS is significantly smaller than the others and should be considered riskier. MTZ is also a possible recovery play but we would rank it last of this group.