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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (78690)	12/10/2025 10:25:49 AM
From: Elroy	Read Replies (2) \| Respond to of 78750

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.

To: Madharry who wrote (78690)	12/10/2025 10:51:38 AM
From: E_K_S	Read Replies (2) \| Respond to of 78750

RE: Carrier Global Corp (CARR) Been building a position in this name w/ another small buy today w/ avg cost now at $54.00/share. This one made my scan based on some FCF metrics and forward CAGR growth. When you take the reciprocal of Price/FCF you get FCF yield; CARR FCF yield 2.5%. 3-5 year forward CAGR is 9.7% (price growth). You get a 1.7% div too. Highest Dividend Yield. As a leader in HVAC and refrigeration, it benefits directly from new industrial construction (factories, warehouses) and data centers that require specialized cooling, which is accelerated by the BBBA. The FCF yield is lower due to recent strategic divestitures and a focus on bolt-on acquisitions. ------------------------------------------------- From my FCF & CAGR growth scan from last night; AGCO, CMI, CARR & ETN made the list. It is interesting how many of the top 20 from the AI I already own. From the list above I own AGCO & CARR. The scan had DE & CAT but I buy AGCO as it is a better value w/ similar growth & FCF metrics.