Grid Play

Q: Is there a company that fits that theme?

A: One is Quanta Services [PWR]. The consensus has it growing earnings next year by 30%, but we think they are going to win some awards for transmission infrastructure work to make that higher than 30%. You are paying a reasonable multiple for that kind of growth. The stock trades at around 17 times the $1.30 analysts expect the company to earn next year. But we think there is great upside. More transmission awards and policy initiatives are expected, and a $10 billion dollar project announced by FERC [the Federal Energy Regulatory Commission] could possibly provide an opportunity for Quanta in the future.

From a recent Mad Money show:"I took profits for my trust today. May I suggest you do the same."

From a recent Mad Money show:"I took profits for my trust today. May I suggest you do the same."

Hits both infrastructure and alternative energy hotspots.

Lastly, Cramer said he was bullish on both Bristol-Myers Squibb [BMY] and Quanta Services [PWR]. The drug company finally seems to be executing well, and Quanta’s a play on the build-out of the U.S. energy grid.

great infrastructure play with Obamas focus on power grids, etc...

will boom if infrastructure plans under new administration get underway. No dept, large amount of FCF, and undervalued. GREAT BuY!!

great wind play

renewable energy play