Q: Hi 5i,

Multiple related questions:

#1 - I believe the purchase of Encore Wire (WIRE) by Prysmian @ $290/share should be confirmed in the next few days. Do you know anything further about this?

#2 - Would you recommend selling WIRE at this time @ +/- $282/share or waiting for the deal to go through at $290/share? At what point after the sale are shareholders paid?

#3 - In looking for a like-minded company (electrification transition, green renewables etc.) I came across Atkore Inc. (ATKR). What are your current thoughts on this company for a 3 to 5 year hold?

#4 - Between MYRG, STRL, ATKR and PWR how would you rank them out of 10 (10 being the best) and in what order for a 3 to 5 year hold?

Thank you for your wisdom and guidance!

Q: Hi 5i,

Could you please provide commentary on the recent quarterly results from Sterling Infrastructure (STRL)?

Would you consider it a buy/sell/hold at its current price for a long term hold?

What other companies are comparable to it and would you recommend them over Sterling?

Thank you!!

Q: Hi 5i,
It looks like Prysmian (from Italy) has made an offer to acquire Encore Wire @ $290.00/share. Encore has 35 days to shop around for other proposals. It also looks like there may be a lawsuit against the Board for failing to conduct a fair process.

What would be your recommendation at this point in the process? Sell or hold?

I was really hoping that this would be a long term hold.

If one were to sell what would be another similar company that you would recommend for a long term hold? Something in the "electrification" and renewables would be preferred.

I already own HPS, PWR, NXT which I suppose I could add to but I may have to trim HPS due to its run up.

How do you feel about MYR Group or Sterling Infrastructure?

Thanks!