I don't see an AI bubble. The $100T transformation ahead is real, with bottlenecks like power and data centers driving lasting demand. Big Tech may dominate headlines, but the real opportunity lies in the mission-critical infrastructure enabling this AI revolution. To me, AI is rotation fuel. Instead of chasing hype, I'm focused on the overlooked winners powering the next decade of growth.
Comfort Systems USA is an interesting business that is growing at a rapid pace, and that growth is almost certain to continue for a while. Profitability has been particularly pleasant, and shareholders have been rewarded handsomely as a result. Shares are nowhere near cheap, but they are worth a premium over what similar firms should be worth.
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...
On July 31, 2025, Trent T. McKenna, EVP and Chief Operating Officer of Comfort Systems USA (FIX 0.07%), executed an open-market sale of 4,400 shares of the company, as disclosed in a Form 4 filing dated Aug. 1, 2025.
Comfort Systems USA delivers exceptional growth, profitability, and backlog visibility, benefiting from industrial construction trends and expanding MEP services. Despite strong fundamentals, the stock trades at a significant premium—forward P/E and EV/EBITDA far exceed sector averages, limiting near-term upside. The balance sheet is robust, with virtually no debt, ample cash, and a disciplined...
While high dividend yields are enticing to many investors, the more relevant measurement of success of any stock is its total return. Total return includes a stock's dividend yield, as well as the change in share price.
Suppose you heard mention of a stock that's ridden the artificial intelligence wave to a 1,300% gain over the last five years. In that scenario, you'd probably envision industries like semiconductors, computer software, or maybe cybersecurity.
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