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Axon Enterprise Inc. (AXON $750.67)
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Curtiss-Wright Corporation (CW $513.07)
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Comfort Systems USA Inc. (FIX $777.18)
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Construction Partners Inc. (ROAD $124.91)
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Sterling Infrastructure Inc. (STRL $319.38)
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IES Holdings Inc. (IESC $366.88)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Trane Technologies plc (TT $399.99)
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?