Q: A few months ago I became interested in ATKR after some favourable comments in the Q & A's. The financial matrices seem fairly positive and I took a position. Ouch. It began to decline and in 2 months the share price is now down about 33%. The weakness began well before the wreck of the last couple of weeks, and it did not participate in the recent small cap run or even pick up on the couple of days when there was a bounce in the markets. Out of all that, what is your current view on ATKR? If it were you, would you sell, given (this is a taxable account) or would you hold looking for a rebound (hope is not a strong investment strategy), and why? Many thanks for your excellent service.

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: I have funds to put towards an aggressive attempt at obtaining an average 20% annual return over the next 3-5 years (own CSU, NVDA, GOOG, BN and few others with such potential). Not looking for a detailed analyses or commentary, but do any of these choices seem to be unlikely candidates for the desired outcome - ADBE, INTU, WIRE/ATK combo, HEI/TDG combo, ZTS, BX, LVMUY?