Q: Can you give your outlook on NOA for 2025? Any names you’d consider over it?

Q: Interested in a pick in US building materials as a play on infrastructure spend but equities like Martin Marietta, Vulcan Materials, Granite Construction and Quanta seem expensive. However Eagle Materials appears cheaper. Of these 5 are there two you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another building material equity you would prefer more than any of these and if so what would be your reasoning for that pick. Thanks as always.

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