GBA Presents: House of Gummy-!

3 steps to the investing stool.

"Our upgrade reflects several key assumptions: 1) CARR will be done/mostly done with its transformation entering 2025, leading to an alternative pure play HVAC company with an improving multiple; 2) Viessmann weakness is a known headwind, and CARR synergies related to Viessman/wider productivity initiatives could largely compensate/offset; 3) Core CARR markets should grow mid-single digits over the next (at least) couple years as US Resi/global transports bottom while Commercial HVAC remains strong."
 
$65 area has been resistance -

CARR- Will the news stories upcoming about the horrible heat drive these shares like GNRC in the old days with the storms?

Fact- It's a hotter world.

Fact- Air conditioning is everywhere and a good business to be in.
 
I know this vid is seven years old. But it got me thinking.

We should approach Carrier about giving away a few of these... and make a TV show about it.

" Cool Times "
 
stonedinvestor said:
$65 area has been resistance -

CARR- Will the news stories upcoming about the horrible heat drive these shares like GNRC in the old days with the storms?

Fact- It's a hotter world.

Fact- Air conditioning is everywhere and a good business to be in.
More...
They have a lot of debt. Trading at 20X EV/EBITDA, and 27X FCF.
YOY quarterly GAAP earnings fell 30%. Why? I'd dig into that before I bought this stock.

They're not a monopoly. Dead money imo, anything north of $66, is a sell.

And I'm not saying it's not well run, it is. Its just that it's an industrial, it has had a great run, and the business is historically cyclical.
 
stonedinvestor said:
Very interesting! CARR now has $4.95 bilion to reduce debt

ALERT ALERT***********

.In other recent news, Carrier Global Corporation has made significant strides in its strategic transformation. The company recently completed the sale of its security business, Global Access Solutions, to Honeywell (NASDAQ:HON) for $4.95 billion. This move is part of Carrier's broader effort to focus on its core businesses, with plans to utilize the proceeds from this and future sales to reduce its debt.
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I didn't see this post. That's certainly a step in the right direction but aside from the completion of the deal, this has been priced in. They announced the deal in early December and the stock got a $5 bump off the low $50's on it.
 
vanzandt said:
They have a lot of debt. Trading at 20X EV/EBITDA, and 27X FCF.
YOY quarterly GAAP earnings fell 30%. Why? I'd dig into that before I bought this stock.

They're not a monopoly. Dead money imo, anything north of $66, is a sell.

And I'm not saying it's not well run, it is. Its just that it's an industrial, it has had a great run, and the business is historically cyclical.
More...




" historically " cyclical I think you have hit on the point. This heat it's no longer cyclical...
We are too darn hot! I see quite a bit of growth and it's the type of story wall street can get behind as they selloff assets and become a pure play on HVAC / Air con.! In a too hot world./

We will get $77+ come along. Place a sell limit<--:fistbump:
 
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