Germany is sweating Im investing

While everyone is moaning that the killer temperatures are hitting, I think to myself:

Let the south come to us then. 😎

🏖️ Climate change? Tragic.

🧊 But someone has to supply the air conditioning.

👉 That's why I'm looking at companies like:

Daikin (JP) $6367 (-0,73 %) - Asian cooling gods
Carrier Global (USA) $CARR (+3,01 %) - Does not only air conditioning, but also cash
Trane Technologies $TT (-0,58 %) - Less well known, but ice cold efficient

And if I'm not in the mood for individual stocks, there are ETFs with the whole smart city/air conditioning eco-mix $CITY (+1,41 %) or $RENW (+2,04 %) or $INRG (+2,03 %)

Maybe that will be my "summer slump play".

Instead of sweating - just profit.

Invest ice-cold instead of taking an ice-cold shower.

#Getquin
#InvestierenMitHumor
#KlimawandelPortfolio
#DeutschlandSchwitzt
#KlimageräteAktien
#BuyTheHeat
#DividendInsteadOfDeo

David@DerUnwissende

1Lun

You see an opportunity and take advantage of it. But these trend etfs are usually not worthwhile. Rather the top stocks in the sector.

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Ozzel@Ozzel

@DerUnwissende yes, I think so too, I'll probably invest in the coolness of $CARR.

Price level: around 74.6 $
P/E: Forward below 27x, trailing ~11x → clearly more favorably valued than Trane

Analyst sentiment: mostly "outperform" to "buy" - JPMorgan at "overweight" with $78 target; consensus target ~$80 (~10% upside)

Fundamentals:
Strong earnings growth (~19% sales +27% earnings growth)
Relative strength rising, technical pattern with breakout potential

Germany is sweating - I'm investing.