Transmission: "Quanta Services believes in more power to more people" (PWR)

Quanta will be a huge beneficiary of any transmission infrastructure build-out. From BloggingStocks:

Quanta Services (NYSE: PWR) is in that rare category called 'broken stock, not broken company.'
Perhaps due to concern that regulatory hurdles that might hinder the upgrade of the nation's electric transmission and distribution grid -- a key business area for Quanta -- the stock has exhibited sideways action since the June 11, 2009 Buy recommendation at a price of $24.76.
Still, rare is the day you should sell an electric power generation play, hence I'm reiterating my Buy rating of PWR.

The key driver of the rating? Quanta's total order backlog of $5.5 billion, including contract wins with several, major utilities. The First Call FY2009/FY2010 EPS estimates for PWR are 69 cents to $1.05....MORE