Reddit Posts
Mentions
Yeah check the units rev/backlog growth the past two years 😮 The other half of business is also an electrification play. AAON, parent company, is known for their heat pump HVAC systems. Which you might think would be a bad thing to be in with Trump.. but NY just said all buildings gotta be electric, etc.. IMHO both halves of business are undervalued and you aren’t putting all your eggs in one basket (AI). Why I like the BKR/CAT/NEE plays as well. It’s not *just* AI for them.
AAON seems like a small player but good tip. Will check them out. NEE is interesting but their renewable energy stuff is not that exciting for the current administration. Will check them out more
AAON, cooling systems. NEE, power and will get at least one giant contract from restarting nuclear plant.. their calls sound less Enron-ish than CEG, their last call made them seem like a scam company honestly.. I wouldn’t touch the SMR stocks until they actually have working models..
You should be banking on something truly unique like AAON or some shit. That’s the “shovel” play.
Long term durable competitive advantages in boring industries that have led to consistent outperformance. If those companies are at fair valuations and they maintain their advantage you can do quite well. Also need to view a portfolio as a whole, look at correlations, and overall volatility. I don't care what a stock has done over the last year for example. It could be extremely volatile but if another stock has a low or negative correlation those two stocks could do well in a portfolio. AAON is a favorite of mine. They make commercial air conditioners etc. It's not tech, its not sexy, and even in a recession, companies in Texas need AC. Same goes for some shipping companies. ODFL is another great example.
This is actually still sound advice. If you’re some old fuck and you own a bunch of GEV, CAT, BKR and AAON. You somehow own 4 AI adjacent stonks without even knowing it. So you can end up being overexposed to shit. Obviously not important for people in this sub.. but my point stands.
Conference call may help as it did for $AAON.
AAON is wild, great buy. MNDY intrigues me I have traded them before, but I also have a bunch of other software names so Im in the trenches with this sell off already
Ditto on some mine. They're all just adds to already existing positions but I grabbed FIGS at close to $6, CROX at $76, AAON at $64 (up 36% in 2 days). Not great grabs so far is PRCT at $39 and MNDY at $181.
AAON seems due to temporary errors/issues. That's kinda interesting down 20%.
AAON and MNDY earnings are going to drag on my portfolio today. Woof.
I don't understand short term strategies so I don't even think about them. I'm more wired to understand the long-term arc of business and I'm especially wired to spot bullshit and take contrarian positions. The green-energy investing is an example of that. I went all in on fossil energy in 2020 because I understood how energy systems work and that solar and wind cannot replace oil and gas. Since energy is literally life, this unrealistic thinking couldn't go on for very long. I was handsomely rewarded for taking that contrarian position. Other examples of times when the market was wrong in the long term where investors could have exploited the inefficiency: .com bubble post .come bubble real estate bubble post real estate bubble I think can also overcome the market's inertia by realizing how big something is going to be before the market pricing can react. Because to some extent valuation can be dragged down by current PE, you can exploit that market inefficiency. For example, if in 2009 you realized that Google was going to be a defacto tax on the Internet you could have bought Google stock for years before the market caught up with your thesis, because enough people were pricing Google to current day earnings and keeping the PE in check without fully understanding Googles future earnings. The problem is that most of the time the general consensus and market is correct so you not only have to develop a counter narrative, but that counter narrative has to be correct. For example the current narrative around Apple is that it's turning into a low-growth cash cow business and the stock has been lackluster. I tend to agree with that and the market is probably getting that one right. There are also a ton of opportunity in unknown companies that do boring things but have huge opportunity in front of them. Two historic examples of these are Tractor Supply Company and AAON. Two of the best growers in the history of the stock market. If you can pick the next of those out of the noise you could do really well.
Looked into two beaten down names over the weekend: AAON and USLM. AAON (down ~40% ytd): Oklahoma based HVAC company. I’m not too familiar with the space outside of FIX, which I already have a position in. Numbers look solid but I think their outlook for this year led to the most recent sell off. Also their CEO left and sold a bunch of his shares, but I’m less concerned on that. USLM (down ~30% ytd): limestone minerals company. I actually haven’t done much research into why it’s down this year, but it’s interesting reading about the use of limestone. Seems like an interesting way to get exposure to construction.
Carrier is also in the commercial market including data centers. AAON is a much smaller player and has more room to grow. Also AAON has turned in one of the best stock market performances over time in the history of the US markets, nearly 150,000% return + divvies.
i love you proved this asshole was wrong and you were right. AAON is wild
AAON just increased their dividend by 25% to 10 cents per share and also added $30MM to their share repurchase program yesterday. The company is currently in a 43% drawdown.
Just increased my positions in AAON (14% more shares added), CROX (4%), NTDOY (6%), PGNY (19%), OLO (30%), and TOST (8%). Retirement brokerage cash is still 19% after a recent 401k rollover.
AAON down 17%, fuck me and the guy that said that it would only go up
Transportation. Look into ODFL for example. We all need our shit and that won't change. We also need air conditioning fixed even in a recession so look into AAON. Oil isn't going to just disappear so look into TPL (which is a bit pricey right now) and home building will eventually bounce back in a year or two or 4, but eventually it will so look into TREX and BLDR. I've got about 25 others, half of which are tech related, and the portfolio has greatly outperformed over the years.
I know you’ll say it’s priced in, but AWS is coming to the east coast for real for real with their Data Centers. They are now direct liquid cooled racks. BASX is the sole source provider for the in row heat exchanging equipment. BASX is a subsidiary of AAON. Have a nice day.
All AWS data centers are all switching to direct liquid cooling of the racks. BASX is their sole source of that equipment. BASX is a subsidiary of AAON. Do with that what you will.
It's somewhat AI, but there still a ton of spending going into data centers and power/cooling is a huge component of it. I mean other names that work in HVAC space around data centers are also seeing a ton of growth. Look at AAON, MOD, FIX as few for examples.
You all are SERIOUSLY sleeping on $AAON
Still think of the best things I read from this sub was a few years ago when someone was talking about how HVAC stocks are some of the best investments, just due to global warming. It's pretty insane how well you could be doing just by owning some names in the space, like the 1Y return is pretty incredible: TT - 83% LMB - 217% CARR - 51% AAON - 123% FIX - 142% MOD - 200% Crazy thing is that with data centers, these business are still seeing a ton of growth. Like AAON report the other day: >Net sales rose by 10.4% year-over-year to $313.6 million, gross profit increased by 20.3% to $113.1 million, and diluted earnings per share grew by 12.7% year-over-year to $0.62. Furthermore, the company's backlog reached a record $650 million, marking a 23.5% increase year-over-year. >In addition to these financial highlights, AAON has secured orders worth approximately $174.5 million from a data center customer, further cementing its position in the data center cooling market.
AAON and APP only go up. Unlike your mother who only goes down on me. 
Jokes aside, consider investing in companies that provide HVAC though (heating, ventilation and aircondition). They are BOOMING because of this. Stocks like FIX, VRT and AAON. Thank me later.
$AAON Q3 non-GAAP EPS 63c, consensus 57c Q3 revenue $327.3 M, consensus $315.83M Gary Fields, CEO, stated, "Q3 marked another quarter of strong results. Net sales for the quarter were a Company record, driven by robust growth at the BASX and AAON Coil Products segments. Demand at these two segments was largely spurred by the data center market as we continue to opportunistically leverage this high-growth market with our highly-engineered solutions-based product offerings. At the AAON Oklahoma segment, sales and profitability were in line with our expectations. Operationally, this segment continued to perform at a high level. The BASX segment still has some room for margin improvement, which we expect will occur over the next six months as disruptions related to the capacity expansion project, including outsourcing of parts manufacturing, dissipates and its shop reaches optimal efficiency. Overall, we were pleased with Q3 results."
AAON, comfort systems, carrier global, owens corning, trane technologies, lennox international.
AAON please stop pumping so I can buy in
Maybe they aren’t super exciting but air conditions stocks (TT, CARR, AAON) have had an insane few years
You just said tech will continue to lead the market but there will be a time when it doesn't. And you think you know when that will be or are you just assuming the trend of the last 5-10 years will continue simply because of past results? There is definitely not enough "resources" to know when tech is "trading into weakness". Don't take this the wrong way, but you sound like you have no clue what you are talking about. If anything people are discourage by tech stocks because historically they look over valued. I don't think the 1999 induced fear is much of a factor for anyone either. It is a good reminder to avoid herd mentality though. Personally, I like boring stocks like TPL, FICO, ODFL, MELI, AAON etc.
no kidding. gains on AAON since the early 2000s make some nasdaq stocks look like dow duds any that arent at ath/ 5 year highs?
AAON? I think that's what they do. I was kinda drunk when I "researched" them and pretty high when I bought some.
Any of you guys been watching or buying AAON?
Damn I sold AAON way too soon
Did you buy AAON? Holy crap it had a big run this week
AAON finally caught some bids.
I bought a little of that AAON. Not a good choice so far.
Invest in AAON. Best commercial HVAC company in the USA. Look at its growth history. You can thank me later. ; )
AAON just dipped down from 90 too. Get in while it's still on sale.
AAON 6/21 80c are looking juicy
Ive seriously considered making the move to tulsa to get a job with AAON 😂
I work for AAON and they pay bonuses in stock. It's freaking Awesome!!!!
Btc breaking out, check Mara after hours, it’s also replacing AAON in s&p small caps Called this before market closed btw
* S&P Dow Jones Indices said Friday that Vistra (VST) will replace Pioneer Natural Resources (PXD) in the S&P 500 (SP500), following the closing of Exxon's (XOM) acquisition of Pioneer Natural Resources. * S&P SmallCap 600 constituent Aaon (AAON) will replace Vistra (VST) in the S&P MidCap 400 and Marathon Digital (MARA) will replace Aaon (AAON) in the S&P SmallCap 600. I took profit on $VST just before the close. Fan-fuckin-tastic 
0dte call but everyone is sleeping on AAON
$AAON from yesterday Q3 Non-GAAP EPS of $0.64 beats by $0.09. Revenue of $312M (+28.6% Y/Y) beats by $17.37M. Should be a good bell weather for some HVAC names.
Solar and wind are already maxing out with chinese electroics or mega offshore GE turbines. Im staying away from that. I am looking more into how to save energy rather than generate it. High efficiency hvac and thermal storage systems are the key to balancing out wind and solar intermitten performance that still rely on fossil generation for peak loads. Carrier CARR and Johnson JCI if you want large cap. AAON or multistack MSI make excellent equipment if your a small cap man. Capstone CGRN for fancy cogeneration equipment that can run on any crap fuel in the world. There's plenty of others but that's what my 10% green future portfolio looks like. I am sure a lot of people will say battery storage but the economics of storing grid scale power in a consumable battery isn't looking so good. *All of this is a long-term growth investment and not really suitable for WSB. I'd stay out of these options and use this info for retirement funds.
AAON has had quite the run but look for it to fall some and I'd pick some of that up
Well, Dupont and Honeywell are the big manufacturers of refrigerant. In my opinion they are so heavily traded and such large cap/volume you would need a fortune to do anything with a major swing. Carrier, AAON and Daikin are some of the larger equipment manufacturers. I'm hesitant on them because every unit I work on is absolutely shit. The metal is so thin it dents with hail now. the motors are so close to the borderline rating if you get heavy winds they overheat. Daikin owns Goodman Manufacturing and they seem to be the only people attempting to keep costs/quality at a consistent level. FOR THE LOVE OF GOD I AM NOT RECOMMENDING THEM FOR YOUR HOME. Mitsubishi Electric (MIELY) manufacturers some of the most efficient energy inverter tech on the market. Build quality is superb and stands up to the beach environment at my house on the river in Florida. They have expanded their line to include all different aspects of unit instead of the traditional wall hung bar style. Of the 20-30 systems installed, not a single customer has seen less than 1/2 of the power consumption. Most are seeing houses set as cold/hot as you want and no swings in power consumption. Father-in-law got a new unit last Christmas, power bill over summer went down from 310 down to $165. They are solar friendly, most ac systems use a "hard start" type feature which draws up to 150amps all in .1 sec, Mitsubishi units do not do that, so batteries and solar grids can support them. Prob a shit call but I like Mitsubishi. Good quality, cost is same as other equipment and the installation is way easier. No more ducting. Let this housing market bubble dwindle some more and they should be ripe. Sub $15 and I got 5k waiting. There are a handful of service companies (sym:FIX) who (in my area) are charging 500% on top of the new 300% inflated price. They are going to be printing money in the service side of their business and equipment change outs SHOULD jump heavily for each year. This will run up until 2025 or 2026 and then see a slowing of installations as most people will have converted to the new r290 or r1234xy or whatever they decide to push. These guys being larger will have to weather the storm of the houses bubble pop, my first employer had a really rough go in 07-09 laid off 50 right after Xmas.(we had 120, 10 service, 15 office and the rest were install crews working subdivisions) By the end it was 10/5/10 and the owners were not drawing paychecks. If they make it through there will be far less competition driving install prices north and if you can't afford new, repairs are way better margins. Main reason for service company stock: with lack of parts to actually build units if these shortages get worse, repairs may be the only viable option for most. Low income people may not be able to afford new or repairs but the repairs will be more within reach. My buddy works for centerpoint in MN they do very well with all home shit and they treat their people fairly well from what I gather. Again sub 15 and I'm def looking. Just need that "oh shit" news article. Another option is to go into business with your local dudes and help them buy a pallet of refrigerant. When a typical home unit uses 8-11 lbs and a jug is 25lbs for $399. Average recharge costs on the low side are 500+ if you are a nice human and on the high side currently are over $2000. You get 2-3 refills per jug. So if you were helping a local you SHOULD see your money back in a hurry. Currently on Carrier and Lennox equipment refrigerant leaks are so common I'd say it's close to a coin toss whether it's a decent coil or not. Lots of info, so sorry. I just like people knowing about what I do and what I have to fight through every day. Unfortunately I can't live with myself if I 100% screw people, so here I am a hard working derp.
VTSAX, AAON, BRKB, and some VXUS. I've kept a little powder dry and feel like now is the time.
Don’t forget about AAN, AAP, AAON, AAXJ, AAWW, and of course, AA