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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?
Q: Hi All at 5i!
I am wondering what your thoughts are on Sterling. I initially bought it at $53 and have trimmed away some of the gains. They report on the 25 th . The stock has declined in value over the last while. Do you still think it has good future prospects for growth.
Cheers,
Tamara
I am wondering what your thoughts are on Sterling. I initially bought it at $53 and have trimmed away some of the gains. They report on the 25 th . The stock has declined in value over the last while. Do you still think it has good future prospects for growth.
Cheers,
Tamara
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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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Trane Technologies plc (TT)
Q: Hi,
1 )Is there too much overlap between Fix and TT to own both? Which do you prefer long term?
2) Do you think infrastructure under Trump will do well? Which of these (IESC, ROAD, STRL or substitute another choice?) would you go with and why?
1 )Is there too much overlap between Fix and TT to own both? Which do you prefer long term?
2) Do you think infrastructure under Trump will do well? Which of these (IESC, ROAD, STRL or substitute another choice?) would you go with and why?