Mastec Inc (MTZ)

(A Top Pick March 1/11. Down 2.62%.) Maintenance and refits on cell towers. Although he doesn't own it now, it is a company that bears watching.

Focused in 3 areas. 1) Optical networking, 2) pipelines for gas infrastructure and 3) electrical grid. Recently broke out above multi-year highs. Business should grow about 15% this year but there are a lot of opportunities coming as there is about $200 billion to be spent on natural gas infrastructure. In wireless 70% of the back haul connections from towers in N.A. is copper and they are challenged from a bandwidth standpoint. This company digs the trenches and lay the fibre.