Decided on PRIM vs TPC
Why ? PRIM is steadier, larger market cap, and pays a dividend. Plus, both stocks are up about the same % overall since Oct 2022, with similar backlog increases guided for of 20% for PRIM, 26% for TPC. Hopefully the Infrastructure bill till Dec 2026, will keep boosting these stocks, as the PEs are still very reasonable at 12 & 14 for TPC and PRIM respectively.