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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?


To: Perspective who wrote (209408)7/6/2009 3:38:59 PM
From: ChanceIsRead Replies (1) | Respond to of 306849
 
RE: HVAC

An interesting thesis and line of "thought."

I put AAON on my watch list.

It may be up on the government stimulation for energy efficiency hype. Every once and a while, the government will replace all of the federal office buildings - whether they need them or not. Makes a lot of jobs you know.

Did you check and see how much of their business is to the government? I doubt that the HVAC lobby is that strong. If they are then it isn't a good short.