I first purchased Comfort Systems USA $Comfort Systems USA(FIX)$ in July.
It has since gone up 20%. They’ve just reported a doubling of profit and order backlog.
Judging by its backlog, there’s probably a long runway for growth for this one
Quality companies rarely appear cheap. Typically the companies I own that appear the most expensive are the ones that perform the best. I gave up on value investing a long time ago.
Definitely one to watch.
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