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 ?

Q: Who are NVEE's closest peers and why do you like it? What large cap would pair nicely with it?

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.