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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (78690)	12/10/2025 10:25:49 AM
From: Elroy	Read Replies (2) of 78742

A friend of mine indicated that they think FIX is a great long term stock. They do something involved with installation and maintenance of industrial electrical equipment (lotsa HVACs I think). The drivers are the massive data center build outs as well as a roll up strategy. Electrical maintenance / support companies in the US are very fragmented, these guys are trying to become the national champion by growing organically AND buying good regional family owned businesses along the way. They just got added to the S&P 500. I don't know if it's a good stock or not, but seem like a decent story.

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