Investment Q&A

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 ?

Thank You

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
Thank You

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.

Q: This stock was recommended on a recent BNN show and I'm wondering if you could give me your opinion on it --recognizing that it is a US stock. Thanks.