HVAC

Loren Pierce GuruFocus Premium Icon Aug 18, 2022

Hi

whats the ideas for investing in the HVAC industry?

trane, carrier, & the likes?

or a supporting business that supports the industry?

thanks!

lbv01yx5n1bq Sep 5, 2022

I have been in the HVAC business for 45 years. Equipment shortages the past 18 months were a struggle, however we have had the best year ever to date. This is mostly due to commercial customers. A lot of money has been going into commercial property investment. We are in North Texas and the economy is better than average here. I expect this to continue into next year and if the recession takes hold, we will see a significant slowdown.

The GrayPine Group GuruFocus Professional Icon Mar 9, 2023

LMB

Dislosure: Long LMB

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