What the experts are saying about PWR-N

Signal	Opinion	Expert
PAST TOP PICK	Quanta Services(PWR-N) July 20, 2017 (Top Pick Aug 31/16, Up 16.91%) He has been accumulating more of this. The management team has been pretty astute at picking away at assets. There is some growth as well as the dividend. REAL ESTATE 0 0 0 0 0 0 comments	(Top Pick Aug 31/16, Up 16.91%) He has been accumulating more of this. The management team has been pretty astute at picking away at assets. There is some growth as well as the dividend. REAL ESTATE 0 0 0 0 0 0 comments Mohsin Bashir VP Investm, Stone Asset Manageme... Price $32.750 Owned Yes

PAST TOP PICK	Quanta Services(PWR-N) March 31, 2015 (A Top Pick July 15/14. Down 18.2%.) An energy services provider, the largest construction contractor for oil pipeline construction in North America, as well as the transmission distribution business. A phenomenal company. Management has done a great job. They continue to navigate this market and haven’t really lost any contracts. Valuation is very cheap at about 11X earnings. When energy prices recover, this company will have significant upside. REAL ESTATE 0 0 0 0 0 0 comments	(A Top Pick July 15/14. Down 18.2%.) An energy services provider, the largest construction contractor for oil pipeline construction in North America, as well as the transmission distribution business. A phenomenal company. Management has done a great job. They continue to navigate this market and haven’t really lost any contracts. Valuation is very cheap at about 11X earnings. When energy prices recover, this company will have significant upside. REAL ESTATE 0 0 0 0 0 0 comments Gajan Kulasinga VP & Senio, Sentry Investments... Price $28.530 Owned Yes
PAST TOP PICK	Quanta Services(PWR-N) December 15, 2014 (Top Pick Jul 15/14, Down 25.89%) Not a lot of energy exposure. Two thirds of their business is electricity transmission in North America. Confident in the management team. Half of their oil and gas is long haul pipeline. He is a buyer here. REAL ESTATE 0 0 0 0 0 0 comments	(Top Pick Jul 15/14, Down 25.89%) Not a lot of energy exposure. Two thirds of their business is electricity transmission in North America. Confident in the management team. Half of their oil and gas is long haul pipeline. He is a buyer here. REAL ESTATE 0 0 0 0 0 0 comments Gajan Kulasinga VP & Senio, Sentry Investments... Price $25.850 Owned Yes
TOP PICK	Quanta Services(PWR-N) July 15, 2014 A service provider that services 2 sectors, transmission/distribution and pipeline. Both segments have significant growth behind them. A cheaper way to play some of the pipeline companies in the US. Top-notch management team with a great track record of organic growth of 10% EPS. If they can do M&A, that would probably add another 2%-3% to that, so you are looking at a business that can give you 10%-15% return. With a flat multiple, this is worth north of $50. REAL ESTATE 0 0 0 0 0 0 comments	A service provider that services 2 sectors, transmission/distribution and pipeline. Both segments have significant growth behind them. A cheaper way to play some of the pipeline companies in the US. Top-notch management team with a great track record of organic growth of 10% EPS. If they can do M&A, that would probably add another 2%-3% to that, so you are looking at a business that can give you 10%-15% return. With a flat multiple, this is worth north of $50. REAL ESTATE 0 0 0 0 0 0 comments Gajan Kulasinga VP & Senio, Sentry Investments... Price $34.880 Owned Yes
TOP PICK	Quanta Services(PWR-N) November 28, 2013 Largest contractor to gas and electric industries in the US. About 80% of their work is to electrical transmission utilities where spending is at a record level. Replacing old infrastructure and the utilities have the money to do this. That is going to continue, because two thirds of the infrastructure is near ending its useful life. On the pipeline side, they are a leader in pipeline building and have a record backlog. Stock is reasonably priced and she expects there is more growth. REAL ESTATE 0 0 0 0 0 0 comments	Largest contractor to gas and electric industries in the US. About 80% of their work is to electrical transmission utilities where spending is at a record level. Replacing old infrastructure and the utilities have the money to do this. That is going to continue, because two thirds of the infrastructure is near ending its useful life. On the pipeline side, they are a leader in pipeline building and have a record backlog. Stock is reasonably priced and she expects there is more growth. REAL ESTATE 0 0 0 0 0 0 comments Genevieve Roch- Portfolio , LDIC Inc. ... Price $29.620 Owned Yes