• Comfort Systems USA Inc. (FIX)
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Q: I hold Comfort Systems and am down significantly on the stock. Do you think it is worth holding and adding to or would you move on. If I were to move on could you suggest other names in the same space. Thank You.

Upvote 7

Read Answer Asked by Brian on April 17, 2025

• WSP Global Inc. (WSP)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Axon Enterprise Inc. (AXON)
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• Comfort Systems USA Inc. (FIX)
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• Vertiv Holdings LLC Class A (VRT)
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• Shift4 Payments Inc. Class A (FOUR)
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Q: Please rank from most conviction in a recovery to least conviction. Thank you

Upvote 13

Read Answer Asked by Cheryl on April 16, 2025

• Axon Enterprise Inc. (AXON)
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• Comfort Systems USA Inc. (FIX)
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• Vertiv Holdings LLC Class A (VRT)
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• Shift4 Payments Inc. Class A (FOUR)
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Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Upvote 3

Read Answer Asked by Cheryl on April 15, 2025