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Q: please provide 3 important current metrics used to value WSO and compare them to their 3 year average. if you like WSO what would be a good entry point if not is there a competitor that you would recommend and why thanks Richard
- Comfort Systems USA Inc. (FIX)
- Watsco Inc. (WSO)
- Trane Technologies plc (TT)
- Carrier Global Corporation (CARR)
Q: May I have your thoughts about Carrier's acquisition of Viessmann Climate Solutions? I have been looking at HVAC investment opportunities in the UK & Europe and the only alternative is Trane. Which of those two are the more suitable investment at this time? Thanks.
Q: Recently, Watsco has increased in value while Generac went into a deep decline. Why the diversion and which is the better company?
Thank you for your analysis and reviews throughout the year!
Thank you for your analysis and reviews throughout the year!
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