Eminence Capital's Sandler pitches Berry Global as long idea, Bloomberg says (BERY Bloomberg cites a presentation made by Eminence Capital founder and CEO Ricky Sandler at the C4K conference.
3 Hepa Plays ) ) )
Trane
I think that Trane Technologies is the best stock for this theme because its sales are most tilted towards the commercial HVAC market
Lennox (LII) is the mirror image of Trane, regarding residential versus commercial sales focus, while Carrier only gets 51% of its sales from its HVAC segment to begin with.
Carrier does still exist. Looks like they came back to the market 3/20... @$12.75
$20.43 now... owch... How did we miss that one...
Van--
I still don't know what SNAP does. In my every day life I do not run across snap. Unless it's that weird berry that falls into the street and has a stinky smell.
I think SNAP could be a trap stock due to it's relatively low price. Tech ismoving so I would ride it for sure but don't marry it to Grandma... Less than a month ago....

Naaaaa.Vaccine = More people Back To work = Less Snap.
