Comfort Systems USA, Inc. Stock News

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth qua...

HOUSTON--(BUSINESS WIRE)--Comfort Systems USA, Inc. (NYSE: FIX), a leading provider of mechanical and electrical contracting services including heating, ventilation, air conditioning, plumbing, electrical, piping and controls, announces that it has scheduled its quarterly conference call and webcast for Friday, April 25, 2025, at 10:00 a.m. Central Time to discuss first quarter 2025 financial r...

This week has been one of the most intense of my career, with daily political headlines and market records being broken. I invested more than half my cash, expanding positions. While the market experienced extreme volatility, the recent 90-day tariff pause and lower inflation offer some relief. The drop in long-term yields could also provide more stability for the market. Although I'm not convi...

Last week, I experienced my worst portfolio performance yet, dropping from a +7% return to -7%. Despite this, I'm still outperforming the market by 700 basis points. Though macroeconomic risks have increased, I believe the current volatility is temporary. I remain confident, with a sizable cash position, and continue to look for buying opportunities. In volatile markets, I avoid panic-selling a...

Comfort Systems USA is highly exposed to AI infrastructure and will benefit from increasing demand. Its market share is less than 2%, and it has ample room to keep implementing its acquisition strategy on a $550B addressable market. Strong financials, with 22.9% organic revenue growth in 2024, record returns on invested capital, and zero debt.

I added Comfort Systems USA to my portfolio, citing its stellar business model, explosive growth, and 26-year dividend growth streak. FIX's dominance in HVAC, electrical, and plumbing services, backed by a $6B backlog and AI-driven efficiency, positions it as a long-term winner. Trading at a reasonable 24.5x P/E with 26% expected EPS growth this year, FIX offers a rare mix of quality, growth, a...

Amid market volatility, I've reduced my cash position to 9% by making strategic portfolio moves, focusing on long-term opportunities rather than short-term trading. I consolidated holdings in a key sector, doubling down on a top position, and added a new high-conviction pick with strong growth potential and secular tailwinds. These changes reflect my disciplined approach: investing opportunisti...

On March 13, the S&P 500 finished the day down 10% from its previous all-time high. This officially pushed the stock market into what's known as "correction" territory, even if this is a misnomer.