Q: Hi, Could you please provide more details on Quanta Services, as a niche operator in Power Infrastructure sector. Why do you consider it as one of your best picks in the sector ? How is its debt and current valuation ? After recent earnings of May 2, stock has gone up from $255 to $285, before pulling back briefly yesterday to $280. Would you be comfortable to start a position at current level or wait for a better entry point ?

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Q: Could you please give your opinion on BELFB as company that could benefit in this sector similar to Hammond or are other companies that you prefer such as SPXC, EME, WCC, .Thanks so very much for you expertise.

Q: Are there US listed companies doing similar work to Hammond Power Solutions
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