Dycom Industries (DY-N)

Their earnings are lumpy with revenues coming from a limited number of clients. Beware. They are a big player in rewiring North America in 5G, which is a plus. Comcast, Google and others are big customers. The risk is, if one of these clients delays a project, then DY gets his for a quarter or so. Long term, this will do well and benefit from the long-term 5G theme.

An infrastructure company in telecoms; their biggest customers are telecoms like Verizon and Comcast. They string the contintent for 5G capability. Warning: It's a lumpy business, because it's bsed on fixed costs. However, Dycom is getting a lot of positive attention because they are the go-to business to lay the fibre optics for the coming 5G revolution. This can easily earn $6/share, so it's not expensive now. (Analysts’ price target is $102.00)

It is a good deal. Frustrating the fact that it is so lumpy. A company that is in the business of rewiring America for 1-Gig technology. A technology we all are going to need. It is going to be many many times faster to download data. Needed for HD. Big customers. Giants like AT&T and Comcast. Long term this is a company that will reward shareholders.

(Past Top Pick, August 17, 2017, Up 22%) They literally lay the fibre for 1-Gig technology for telecom giants like AT&T and Comcast, so if one of those companies cuts back then it effects Dycom. A lumpy stream of revenue growth, but will run 15% in the long run. They're a major company in this industry.

Exciting, yet pedestrian company he's long owned. They build 1-GB deployment across North America. This means, they expand the network for data with customers such as Verizon, Comcast and Google. Weather is sometimes a problem as they literally dig to expand networks, but over time they've done very well, and will continue to do so long-term.