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Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
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Q: Some analysts I follow believe industrials will move as counties turn away from globalization . Reading through your previous answers you seemed to like ph and itw. I am looking for companies that already are positioned well and growing their earnings. Is there any other companies that could do well under this scenario ?
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Q: Who are NVEE's closest peers and why do you like it? What large cap would pair nicely with it?
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