The Weekly Buzzing Stocks by Billy Kawasaki Trane Technologies TT-N TOP PICK Feb 17, 2022

A major HVAC company. They keep putting up excellent numbers, include a recent strong forecast. Shares are holding in this difficult market. Beat top and bottom line in their last quarter, Q4.

The question was on HVAC companies. They are good for green and more efficient buildings. He would choose Trane Technologies which has a decent earnings progression. A second choice would be Carrier.

A winner during this earnings season, reporting organic revenue growth of 9% and EPS up 23%.

Recently reported a strong quarter. The company says it's riding the de-carbonization wave, energy efficiency, and digital transformation. Shares have jumped since that quarter.

A great HVAC play. Is up 292% in the past 5 years and 44% YTD. In late July reported a clean beat and raise with 13% organic revenue growth and raised its full-year forecast. Bookings grew 19% YOY and carry a $7.5 billion order backlog, heavy in commercial orders from data centres especially, schools and healthcare. Trades at a pricey 32x PE after a big run vs. 26x historical.

An excellent company with a backlog of orders. Is up 55% this year, so it could come down a little.