The YouTuber suggests MYR Group, an electrical construction company benefiting from industrial and commercial projects. It shows strong sales growth (16% this year) and EPS growth. While its operating margin is the lowest of the group, making it less efficient at converting sales to profit, it trades at a very cheap price-to-sales ratio and has a healthy balance sheet.
“myr group ticker NRG no dividend here but this is an electrical construction company in the US and Canada so exposure to those utilities construction but also to Commercial and Industrial segment electrical to what we're looking at here building out those out out those manufacturing facilities with the electrical needs that they have”