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Axon Enterprise Inc. (AXON)
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Curtiss-Wright Corporation (CW)
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Comfort Systems USA Inc. (FIX)
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Construction Partners Inc. (ROAD)
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Sterling Infrastructure Inc. (STRL)
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IES Holdings Inc. (IESC)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Trane Technologies plc (TT)
Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?
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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)
Q: Please rank from most conviction in a recovery to least conviction. Thank you
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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)
Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX