I guess we'll learn more about strategy and long term targets later this month. I usually get a better sense of where a company is headed during Investor Day, beyond just quarterly stuff. We'll see how its energy infrastructure and grid modernization... — read more 

It’s been going up steady, and the company just keeps doing well. They’re pulling in more cash and seem to be growing faster than a lot of others are. I don’t get all the details, but it does feel like they’re in the right spot with all the work... — read more