9H·

Germany is sweating - I'm 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 (-1,7%) - Asian cooling gods
  • Carrier Global (USA) $CARR (+1,37%) - Does not only air conditioning, but also cash
  • Trane Technologies $TT (-0,9%) - 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 (-0,11%) or $RENW (+0,24%) or $INRG (+0,72%)


Maybe that will be my "summer slump play".

Instead of sweating - just profit.


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

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

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2 Comentários

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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@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
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