The YouTuber recommends Sterling Infrastructure due to its strong sales growth expectations (13% this year), solid earnings per share ($4.10 expected), and a healthy operating margin of 9.6%. The company also has a manageable debt load. However, he notes its current valuation is at a steep premium to its historical price-to-sales average.
“Sterling Infrastructure first up here at ticker stlr is an infrastructure T transportation and Building Solutions companies primarily operating in the South and Mid-Atlantic States so a region that's seen the highest growth really the South Mid-Atlantic even the the Northeast region sales are expected up 13% this year”