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What are some companies that no one really knows about?
Glassnode Data Shows A Bullish market Crossover Has Recently Occurred?
$NVT DD; a manufacturer benefitting from "the electrification of everything"
Here is a Market Recap for today Tuesday, April 6, 2021
Here is a Market Recap for today Tuesday, April 6, 2021
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You're very young so you should be investing for long term so now is the time to take some long term risks. I see a lot of conservative feedback which is the opposite of what I recommend. If you make mistakes, you have a lot of time to make up for losses. Start looking at Space stocks where the future is going to be. It's for long term growth and not immediate: RKLB, STM, NVT, FLY, RDW, LUNR, PL, ASTS, BSKY, HAWK, VOGY, and of course SPCX. But research them, see what you like and understand and would enjoy following what they're up to and their results.
Fresh water needs WILL increase, but more and more data centres are going to be closed loop, water / glycol Might want to include: * **Vertiv (VRT):** The undisputed heavyweight in data centre liquid cooling and thermal management. * **nVent (NVT) OR Modine Manufacturing (MOD):** Companies heavily involved in the enclosures, chillers, and sub-systems required to make waterless or closed-loop cooling work at scale.
Still beating the major indices at least. MOD, ETN, NVT should benefit long term as well. Was looking at European plays themselves and I'm betting Schneider Electric $SBGSF continues its upward trend. Just need to get over my hump of investing OTC.
GLW is a well-established company makes glass for fiber optic (they needs hundreds of thousands of miles of this stuff) STM largest European semi manufacturer. LRCX makes machines for making semis. Also gotta pump my pick and shovel boys: BE, VRT, NVT, POWL, ETN, and PWR
Looking at JBL tomorrow before earnings if LZB can pump 17% off earnings for selling furniture JBL could moon off good report since it is AI play similar to NVT
NVT. These are the guys you are asking about. I happen to have a day job in this industry and this is my horse that’s making me $$$ and it’s not done yet. Lots of smart people at the top doing great things.
This will get buried but I’m making great returns off of NVT. They make a ton of products going into data centers. Cable tray, enclosures, chillers, liquid cooling, grounding, zip ties. Ect ect. They keep growing and making a ton of profits. It’s a safe easy bet for me and it’s working.
Some names to look into.. $MOD $NVT $ALAB $CRDO $COHR $LITE $OKLO $BE
Yeah I just purchased 14 shares today; got in a bit late, but I think nVent (NYSE: NVT) has potential given they manufacture server cooling enclosures, which data centers need lots of.
I'm partially in cash right now waiting for some good buys over the next month or so. I like Nvidia, Google, NVT, XRP ETFS, Ibit, Marvel Smci, Amazon Microsoft, Intel, AMD and Pltr. I'm into all the tech stocks, they grow exponentially and they're so well established that they're low risk. My stock indicator told me it was time to sell and wait for the deals, happy trading
For some reason I chose to play GDDY earnings instead of TEAM and RDDT because I am regarded but at least by NVT calls should hit
DCA into FSLY. That's about it. Maybe make a move into NVT but I am comfortable where I am at currently.
Like something like this: [https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) in that post I call out STRL, IESC, FIX, POWL, NVT, VRT, EME and PWR. That was on Feb 23,2024 If you bought everything that day: STLR +415% IESC +406% FIX +472% POWL +332% NVT +183% VRT +361% EME +386% PWR +286% Not too bad if you ask me.
Memory is fading electrooptics peaking COHR/LITE power and cooling next MOD/ALAB/NVT/ETN/VST
I’m going all ALAB, VRT, MOD, ETN, WB, BE, NVT
It's funny because I post more in the daily's have brought this name up over the years. I still hold my shares for a few reasons. One is that I haven't seen anything bad in terms of the earnings of the company. Until the thesis breaks, there's really no reason to sell in my opinion. Like what Peter Lynch says: “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” I do think there is going to be a point where CAPEX cut does happen and I will take a hit on the shares, but I have no idea when that is happening. Again, I'm in a difference place than most investors since I've been long for a long longer and I don't mind if the stocks drops like 20% on CAPEX cut fears. Rather see the numbers before I over react. Like here's an example of something from 2 years ago: [https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1axxc42/comment/krs7a71/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Call out IESC, FIX, POWL, NVT, VRT, EME, and PWR. I lucked out since around 3-4 years ago I was buying electrification and physical data centers stocks before AI really took off.
Been holding them for 2 years. Not as crazy as 20x but still a star in my portfolio. Don't think they're reaching $50B by year end lol. They're already trading at the top quartile if you look at the comp EBITDA multiples (VRT, JCI, AAON, NVT, TT, CARR). It's safe to say that the market has factored in their transformation story at this point, and future stock price growth will be mostly due to 1) their earnings growth, and 2) greater market hype on the industry (which is tricky) So if you take their climate solutions LTM EBITDA of $329m, assumes a 30-40% rev growth with same profit margin, Modine's calender year 2026 EBITDA should be $428-460m. At the current 31x multiple, their enterprise value should be $13.3-14.2B, 25-30% higher than their current value. Even in the best scenario where the market hype and becoming pure-play push their multiples up to VRT level (38-40x), their enterprise value by the end of 2026 would be \~$17-18B. Still, I think the company has been doing all the right things by shedding off low-margin legacy business and all-in on the data center wave. They're making minor acquisitions here and there to build up their capacity instead of competing against the giants on expensive megadeals which is another plus.
Closed Today: IQV puts and AMSC calls, also the call leg of FORM strangle. Opened Today: - Calls: SYNA • ROIV • NVT • NGVC • TEAM - Puts: G • OTEX • RBLX • SSNC *Disclaimer: I think ThinkOrSwim should make the sound of a slot machine jackpot every time you close a position with a profit. Also, the above is not investment advice, these are pricy lotto tickets, to be redeemed at market open tomorrow.*
Honestly this is a very aggressive but coherent portfolio. You clearly rode high beta names at the right time, especially space and AI, so 100% growth makes sense. The risk now is concentration and regime change rather than stock picking skill disappearing overnight. RKLB and ASTS are solid long term moonshots but I would not let both stay oversized. One big space bet is enough. Same with NVDA and RTX exposure to defense and AI adjacent is fine but trimming strength to fund steadier compounders is smart. CRCL, CRWV, GLXY and EOSE all fall into the high volatility narrative bucket. Great when momentum is on, brutal when it is not. If you want to beat indexes through 2028, the biggest upgrade here is mixing in boring cash machines. From your watchlist, Google and Costco make the most sense as core anchors. They smooth drawdowns and give you optionality to keep swinging at higher risk names. LULU is fine but more cyclical. HOOD and RDDT are pure sentiment trades right now so position size matters a lot. NVT and Kratos fit well with your existing themes. Oklo is interesting but still very speculative. Weekly DCA is the right move. I would DCA into 2 or 3 high conviction names max and avoid constantly adding new tickers. Too many positions quietly turns into an index with extra risk. Overall you are doing well. The main improvement now is risk management, not finding the next rocket.
Totally. Just they never hit the valuation that made sense for what I like. I kind of like NVT a bit more in the space. I'm still really bullish on the general trend.
Look at NVT. They are making cooling racks for data centers.
$NVT produces electrical systems used in datacenters. Company is doing great and will be profiting off the AI hype. Stock jumped up 10% this morning.
I didn't see this post but found it searching for others in SanDisk. Wondering what your projections are for earnings. I have 2- 50 calls expire Dec. My gut says sell one and buy out the other. Basically take the money and run into something else. My brain says buy them both and hold this forever. We know the run lately has been explosive. If earnings don't impress we will have a set back. However, it seems the market makers are in love with it. All of my other stocks have ran hard but not this hard. MU, CRDO, RMBS,PSTG, NVT, TER, VRT. My initial strategy was buy 2 calls if they run hard sell one call buy the other with the profits. Yes, it has worked out quite well. Just wondering what you think?
Not a bad list from 3 years ago here: [https://www.reddit.com/r/stocks/comments/z9xm3d/comment/iyjk6u1/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/z9xm3d/comment/iyjk6u1/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) NVT: \~ +123% ATKR: \~ -30% GWW: \~ +110% FAST: \~ +80% APH: \~ +180% That's one thing I've learned, I can't get everything right. Like ATKR was a bad pick, but overall all those othe ones where pretty solid. If you split all those equally, still would have been a return of like 93% over the last 3 years. That's not including the dividends being invested.
Looks like market is already buying the dip on VRT/MOD/NVT, overreaction this AM
NVT was down too. I think it could also just be some logic that if Amazon is looking to go inhouse, possibly MSFT and the others might do the same. Probably an example of throwing the baby out with the bath water.
NVT ha been super dissapointing for me, ive dipped in twice now and not had great outcomes. Im hoping POWL ends up being a great value play.
Manufacturing in America is stocks like POWL , MOD , STRL , NVT could go on but they peaked when 🥭 was elected . Stonk market charts don't lie .
Yeah, AMTM is another spin off that just happened with J, Jacobs. Same idea, split up the business and the the stock up from their earnings the other day. Usually with spinoff, debt can be an issue, like NVT spun off with debt, but even NXT has done great since spinning off FLEX. I'm keeping an eye on it, spinoffs can offer some good opportunities, plus it just makes it easier to understand the business.
NVT almost back to 52 week lows, earnings next week, tempted to start a position again.
# **TLDR** --- **Ticker:** NVT **Direction:** Up **Prognosis:** 200% upside potential next year due to increased demand for their liquid cooling chillers for Nvidia's high-power Blackwell chips. **Author's Position:** February 2025 $80 calls. **Bonus:** Think of it as the next Vertiv (VRT), but cheaper and with potentially higher growth. NVT is currently trading at a significantly lower P/E ratio than VRT.
I post more in the daily threads, but I've posted about this companies multiple times throughout the years. My main investment thesis is going after physical data center, electrification, HVAC, Navy Defense, and companies that will benefit from reshoring and infrastructure spending. I'm long on all three. I think the valuations are bit higher now, but could be worst imo. Great names to buy on pull backs. Only thing I would call out, all these stocks has had crazy runs and if you hold them, they can drop like 3-5%, if not more, daily with no news. So just be aware when holding. A few other names in the space that are interesting: $FIX $IESC $NVT
$NVT Q3 total adjusted EPS 84c, consensus 77c Q3 total revenue $939M, consensus $894.2M. Continuing operations results were adjusted EPS 63c and revenue of $782M. Sees 2024 adjusted cont-op EPS $2.49-$2.51, consensus $3.26 Sees 2024 revenue up 13% as reported and 3% organic from 2023 revenue of $3.26B, consensus $3.6B. That forward guide isn’t great. Might be time to start rethinking the position.
AMZN, GOOGL, MELI, NVT, ASML, NXT all quality businesses at valuations I find acceptable
No idea how coal comes into it but I stare at the bright red numbers for NVT and NXT every day. It’s not a big loss, I‘ll live, but it’s dragging on and on. After a while I start taking it kind of personally :-).
PSTG, AEHR, LRCX, HIMS, NVT are all off their highs and decently priced to me, been nibbling all of them here and there
Little more Google and Amazon, might consider loading some more electrification names if they keep selling off with NVDA, stuff like NVT
I actually predicted this MCD pullback a couple weeks ago: https://www.reddit.com/r/wallstreetbets/s/NVT9BJyXUq
Yeah, they are kind of similiar, but personally like NVT and the exposure to data centers more.
Nice, I am on the sidelines for now. I already have NVT.
Is anyone here into $ATKR? It featured on my screener as cheaper to its peers with very good metrics. Since then I have been browsing twitter for it, I learnt that it did well during the pandemic due to double ordering but since then then it seems to be normalizing. Trying to form a thesis around it, they benefit for the need for electric infra in this country (the most recent marketplace episode also mentioned how the power grid needs updating). In terms of risks I read that their growth is dependent on metal prices. I don't quite understand how that works, any views? I already have NVT, not up by much but hoping to hold it for a long time. Any takers for ATKR ?
Some names in the space NVT, CEG, VRT, IESC, FIX, MOD, VST
If the last earning season is any indicator, NVDA plus anything that's AI hardware related (data center, like VRT or NVT for two examples), semiconductors that are playing a role, and networking will be good. Software bad. Yes, you do have to question if the spend on build out will continue if software isn't benefitting, but so far, it's not showing up with Taiwan Semi orders.
Yeah it's a good one... CEO was on CNBC tonight. Im also in NVT.
Yeah it's a good play. Ceo was on CNBC tonight. Also like NVT.
Would you know why? My precious NVT taking a beating.
Seems like a lot of energy names or related are down heavy. Like VRT, CEG, VST, NVT, NXT. I’m not having a great day lol, but it’s nice having conviction your picks.
Some of the utility companies seem insane for sure, but I also think the electrification/AI play can go further for certain companies. NVT, IESC, POWL seem reasonably priced still for example. Not necessarily “cheap” but not absurd
agreed ETN NVT HUBB VRT are good plays on electrical equipment / power grid rn. but the only thing that drives them now is datacenter growth
That's not true. DELL, TSM, NVT, PANW.... There were lots that were up but the sell off reason being InFLatIoN iS TOo hiGh... Yeah... that's getting pretty old. Those Canada numbers on Monday plus Europe... yeah it's coming down.
I'm not saying anything around rate cuts, but the idea that commodities getting hot will really have any meaning impact on the inflation numbers. If rents/shelter costs fall, they will offset any of those numbers, since they have a much higher weighting on the CPI. I mean, I remember Powell saying he doesn't expected target goal inflation until really 2025 and I'm kind of there. To each their own, I agree the market feels a bit overvalued, but I try to buy great companies at good prices, regardless of the market or what dividend they offer. I point out all the time here, there are some mega trends that will continue outside of macro conditions. I mean macro will cause some ebb and flows, but the amount of electrifications happening, there is going to be a huge demand to upgrade the grid. Plus renewables, especially those that deal with utility level. I've been saying the same thing for almost like 2 years in this sub around this. Here's like a post from last Feb: [https://www.reddit.com/r/stocks/comments/111564h/comment/j8f7hp4/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/111564h/comment/j8f7hp4/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) >I do. There’s a few spaces I’m invested in, mainly companies in electrification, reshoring and infrastructure. However there’s a few I’m invested in with physical cloud plays which are $anet, $nvt, and $smci By no means an expert in investing, I'm just a software engineer. However, these mega trends will be pretty bullish for a long time and there is still some gems out there. From this post ANET is up like 150%, NVT is up 143%, and SCMI is up like 800%. Don't get me wrong, I've also suggested and looked at some stocks that have done terrible. Right now, I'm getting really bullish on companies in the defense space that deal with aerospace and ship building.
I’ll look at the percent later, but my cost basis on them is 43.58 for NVT. I’m no expert in the stock market, I’m a software engineer but I’ve been interesting companies around my invest thesis for a few years here. My main thesis is investing in electrification, grid updates, reshoring, companies that will benefit from Ira and infrastructure spend. Recently getting more bullish on aerospace and companies that deal with ship building for the navy.
Lets gooo!!! If you don’t mind me asking what % of your PF is NVT?
$NVT authorized 500M share buyback. https://finance.yahoo.com/news/nvent-announces-share-repurchase-authorization-104500127.html
Ended up buying DECK, CARR, DHI, CEG, ATRK, and NVT Have 30 stocks and 5 ETFs in a IRA now, I've gamified investing and call it "Stock Wars", I buy a little of what think are the best companies and hold indefinitely seeing who beats who in the end. Want to use the dividends to make future buys as well and just keep adding new interesting plays. I've looked at IPOs of the last 5 years, best companies of each sector, best performing ETFs of last decade, best plausible growth stories, etc.. Does this sound crazy? The only time would add to previous buys is when fear and greed index tanks to 20's, one week after to ensure getting best deals. Otherwise just want to add future plays that excite me and see who beats who extremely long term like 20 years. I appreciate all your help you've given great suggestion, recognizing more stocks than the usual mega caps and basic VTI/VOO always suggested here. Any thoughts on this gamified strategy, basically picking stocks and holding extremely long term like this?
So with WIRE, they should be getting bought at like 290 a share, so not sure if I would put capital to work there. I liked them a lot because personally I'm a big believer in the copper story, but I don't want to own a mining company. Just too risky and I don't find it interesting. $MLI is another interesting company to get some exposure to copper pipes, but they are extremely boring. I've held them in the past, but no longer have a position. ATKR is another interesting company, I've swung in and out of. One thing about the pandemic that makes it harder to analyze companies is understanding if the company saw explosive growth due to people ordering more because of supply chain issues. ATRK seems like it might be the case, they seen a ton of declining sales. However, if you use like prior to the pandemic as a bench mark, they are still way ahead: [https://www.tradingview.com/symbols/NYSE-ATKR/financials-overview/](https://www.tradingview.com/symbols/NYSE-ATKR/financials-overview/) The company is buying back insane amout of stock, like YoY, they took out 6% of the shares and only has a float of like 36M shares. I think it's a great long term hold, but could be sideways for a bit, since you need to understand the story of the double ordering to make sense of the numbers now. Like if you look at their earnings, the stock loves to puke every time they report. $NVT is one my favorite longs, just because I find it great when a company has multiple tailwinds and not just concentrated in just one area in terms of sales. Here's the latest investor slide deck: [https://s22.q4cdn.com/268397047/files/doc\_financials/2024/q1/2024-Q1-Earnings-Deck-FINAL.pdf](https://s22.q4cdn.com/268397047/files/doc_financials/2024/q1/2024-Q1-Earnings-Deck-FINAL.pdf) On page 6, it's a breakdown of segment and sales and it their enclosure business is growing due to commercial and residential, same with their electrical and fastening. I believe the business is looking to sale their thermal management line, which is seeing a bigger backlog but their worst segment. As far a CEG goes, seems like a great company, but it's a bit too expensive for my taste. It's not a bad thing, just doesn't fit my personal style of investing. Like I'm a software engineer, by no means a professional. My goal however, is to buy great/amazing companies at the best prices as possible. I think some of the biggest risk in the market for a lot of people is the price they pay for the stock. DECK is an incredible company, it's something I wouldn't buy personally, but the performance is incredible. It's one worth having on a watchlist and buying during pullbacks if you want to get into them. I just wouldn't buy them because I don't really want to own retail stuff. CARR is a long of mine. Like my investment thesis has been for a while to go after companies that deal with electrification, physical data center, companies that will have tailwinds because of the IRA and infrastructure money. Recently, I added aerospace/defense into that thesis, espeically anything with ship building. Like not talked about a lot, but the US is falling behind China in terms of ship buildling: [https://www.military.com/daily-news/2024/04/10/falling-behind-navy-criticized-delays-shipbuilding-deployments-may-leave-us-behind-china.html](https://www.military.com/daily-news/2024/04/10/falling-behind-navy-criticized-delays-shipbuilding-deployments-may-leave-us-behind-china.html) [https://www.cnn.com/2023/01/16/asia/china-navy-fleet-size-history-victory-intl-hnk-ml/index.html](https://www.cnn.com/2023/01/16/asia/china-navy-fleet-size-history-victory-intl-hnk-ml/index.html)
Hidden has given some great suggestions, wondering between these 3 electrification plays, CEG is clean and nuclear energy which has been roaring since breaking away from EXC (Exelon) Considering DECK (Deckers), DHI (Buffett's favorite home builder), and CARR aside from CEG and NVT. Thoughts on these 5, Hidden?
I’m in NVT. Was brought to my attention by u/_hiddenscout I like the company and its fundamentals and it’s in an industry that’s going to thrive the next 5-10 years. Very bullish
Thoughts on WIRE, ATKR, NVT? CEG looks interesting too
Oh man that's such a hard question. If I had to go for life, possibly NVT, just because they serve so many markets. Like a lot of these positions I'm planning on holding for life or until my investment thesis changes. I mainly going after electrification plays, as well as grid updates plus physical data center, HVAC and companies that will get tailwinds from IRA/Infrastructure money. I went with NVT because they serve most of the most markets and there will probably be a bull market there longer than the others. Like at some point the infrastructure spend will go down and companies that have benefitted will probably slow down, but that's still probably like at least 5+ years to a decade away. Them or $ITT as well. ITT is another one that serves a lot of different markets. Another interesting stock, it's a bit more expensive than the ones I have listed is $CW. Like $WWD, aerospace is a really strong sector right now. $CW does some aerospace, but they also do energy generation, specially sale parts for nuclear. Two stocks I just bought recently that are much cheaper in terms of fundamentals, but way different ideas are $LRN and $WFRD. $LRN is online education, but the stock is super cheap. [https://finviz.com/quote.ashx?t=LRN&p=d](https://finviz.com/quote.ashx?t=LRN&p=d) They are seeing more enrollments now than compared to during the pandemic. Seems like the culture wars will never go away at this point and there is a real decline in the education students are receiving in public schools. I never wanted to own a company in the oil sector, but $WFRD has exposure to geothermal and BLM just changed laws around permitting for geothermal plants. For me, grid updates and the need for energy is something that is going to be around for awhile. I think I would also maybe even include $NXT as a buy for life, since they do utility solar. However, they don't do panels, but they make the arrays that hold the panels. They also do software. They are also a spin off, so they just went kind of public like maybe 6 months ago, but again this stock is really cheap: [https://finviz.com/quote.ashx?t=NXT&ty=c&ta=1&p=d](https://finviz.com/quote.ashx?t=NXT&ty=c&ta=1&p=d) Like both $LRN and $NXT both have PEGs under 1, which personally I like looking at PEGS with PEs since PEG takes into account how well a company is growing their EPS.
Looked at every ticker, many have ran so hard recently but have still respective P/E ratios, haven't checked historical P/E ratio which could say different story. I like FIX, NVT, TT, and CARR Lower PE ratio, good earning's QOQ, dividend WWD looks nice but its just had a massive run-up Out of all of these though IESC seems has the most going on with its earning's. What are you buying and recommend out of these? Not really my forte but may add one
$NVT is another interesting name to look at. Not too expensive and they sell electrical components for residential and data centers, also invested in liquid cooling. Really well performing stock too.
Few names I own or follow in the electrical/hvac kind of crossover: $LMB $NVT $IESC $FIX $CARR
"Invest in the transformation of how we source and use energy at scale." https://etf.tcw.com/netz/ NETZ is an ETF focused on various aspects of that sentence. It has also been doing terrific. Also check out inside NETZ (as well as PAVE, AIRR and PRN) for stocks like VRT, VST, NVT, etc.
NVT trading up 3% premarket. Yesterday RBC Capital names nVent $NVT as their best positioned industrial stock pick heading into Q1 earnings. Mid-to high-single digit growth achievable for the foreseeable future in the electrical products and systems provider sub-sectors. Worth looking into
nVent $NVT : provides electrical connection and protection solutions. Mostly electrical components, but also has market share in diversified areas ex) solutions for liquid cooling. Mid-to high-single digit growth achievable for the foreseeable future in the electrical products and systems provider sub-sectors. nVent remains attractively positioned across a number of secular drivers. RBC Capital Q1 earning preview: “ NVT best positioned industrial stock due to organic growth upside and gradual EFS restocking. “ We see solid earings, focus pace Industrial demand, pricing and order normalization. Consistently beat earning and raise guidance. Reinstating dividend. Good entry point with room for growth
nVent $NVT : provides electrical connection and protection solutions. Mostly electrical components, but also invest diversified areas ex) solutions for liquid cooling. RBC Capital Q1 earning preview: “ NVT best positioned industrial stock due to organic growth upside and gradual EFS restocking. “ We see solid earings, focus pace Industrial demand, pricing and order normalization. Consistently beat earning and raise guidance. Reinstating dividend. Good entry point with room for growth
There's a ton of names that benefit from the electrification/power demand theme but most of them have ramped considerably. Transformer shortage - Hammond Power (HMDPF) is already up 77% YTD. ETN, IESC, STRL, NVT ATKR, PWR, etc. CEG/VST in utilities.
I just posted one that makes chillers for batteries. NVT. They have a good looking chart also. ;)
I would like to add nVent Electric. "NVT" OT this list. I got in a couple months ago after some research and I am very happy I did. Lots of innovation and a great solid company doing the right things.
Had anybody looked into NVT (Nvent), I do not have any solid DD apart from the fact that I was helping my gf with internship interviews and the interviewer at Nvent mentioned the word growth about a hundred times. They sell electrical equipment, my gf got it and I promptly invested a small amount symbolically. But was wondering if anybody has more perspective to offer.
Yeah DELL, SMCI... ETN, VRT, NVT... and copper miners. Gonna need lots of CU... FCX. [LUN.to](https://LUN.to). Was also thinking about power sources... they need a shit load of power. Maybe some solar stocks that are down, lithium plays for battery storage, vanadium... nuclear... SMR, CCJ, NXE. Just thinking out loud here but that's where I think the puck is going.
I've been kinda of bored of the tech talk here, so I'll mention 2 stocks that I own that hit ATH's today and another that hit a new 52 week high today. Atkore Inc $ATKR and nVent Electric $NVT are boring blue collar electrical equipment & parts companies. Wabash $WNC is a boring semi truck trailer manufacturer. All 3 are small caps showing growth with a market cap b/w $1B-$11B that have no AI hype. They just produce parts & equipment that are used in blue collar America.
It’s their data center segment helping. https://s22.q4cdn.com/620945538/files/doc_financials/2024/q3/Earnings-Call-FY24-Q3-vFinal.pdf If you go to page seven, they give a breakdown of revenue. Data center is their highest growing segment. The stock has become too expensive imo, but they should do well. I prefer owning NVT over them.
Totally. I always talk about how being an individual investor requires time to do the research. If you work an office job and can have youtube up in the background or listen to podcasts, that's a great way to get some news around companies. I love Chip Stock Investor, they aren't trying to sale you anything and just giving you a great break down around chip companies. For podcasts, odd lots and barron's streetwise is one my favorites. Yeah with Barrons, I got actually bought a stock they suggested, $NVT, but I've seen some of the picks not work out. I just like to use it as a way to get ideas around sectors or industries to help with research.
Kind of all of them lol. Like I've posted about it for a while now, I'm really bullish on infrastructure spend/ira money, plus physical data center, electrification, reshoring, and HVAC. They all kind of overlap, but they should be getting years of tailwinds. $NVT is more a component play, which they also sale for residential and factory. Like we saw one of the biggest investments in construction spending in the US. [https://fred.stlouisfed.org/series/TTLCONS](https://fred.stlouisfed.org/series/TTLCONS) Another company I love, less around power is $STRL. They just reported yesterday and they are up like 22% today. They are doing a lot of business in their e-infrastructure, which is like shipping warehouses and data centers. [https://www.strlco.com/news/sterling-reports-record-fourth-quarter-and-full-year-2023-results/](https://www.strlco.com/news/sterling-reports-record-fourth-quarter-and-full-year-2023-results/) IESC and FIX are some of my favorite too. IESC is like a completely unknown company that I hardly ever see anyone talk about. They do also do infrastructure, residential and data centers. They just reported a few weeks ago. [https://investors.ies-corporate.com/news-releases/news-release-details/ies-holdings-reports-fiscal-2024-first-quarter-results](https://investors.ies-corporate.com/news-releases/news-release-details/ies-holdings-reports-fiscal-2024-first-quarter-results) FIX is also growing like crazy, they just reported last week. [https://investors.comfortsystemsusa.com/news-releases/news-release-details/comfort-systems-usa-reports-fourth-quarter-and-full-year-2023](https://investors.comfortsystemsusa.com/news-releases/news-release-details/comfort-systems-usa-reports-fourth-quarter-and-full-year-2023) For like more reshoring plays, I really like AMKR, FLEX, and JBL. Also follow a few more environmental plays as well, like for water I like TTEK and CWCO.
$NVT is great for that. They just do electrical components, but also invest in things like and offer solutions for liquid cooling. https://www.nvent.com/en-us/liquid-cooling Like this is their latest earnings presentation: [https://s22.q4cdn.com/268397047/files/doc\_financials/2023/q4/2023-Q4-Earnings-Deck-FINAL.pdf](https://s22.q4cdn.com/268397047/files/doc_financials/2023/q4/2023-Q4-Earnings-Deck-FINAL.pdf) Yeah, I'm big on the electrification trend as well as physical data center. If you look at companies like $FIX and $IESC, they are killing it. $LMB is a smaller player, but that company is shifting their business and have been killing it.
I mean they all kind of do. There isn't a chip company that is specialized around reducing power consumption, at least not to my knowledge. There is different type of chip technologies that user power differently. However, they all try to optimize power and computing as much as possible. Like there is silicon carbide, which is uses less power. Companies like STM, ON, NXPI are some of the bigger players there. However, those type of chips are not for things like AI. If you are talking about energy usage in general, it's the GPU stuff in data centers that use a ton of power. You can look into electrical companies that help with that, companies like $IESC $POWL $VRT $FIX $MOD $NVT are a few examples.
As /u/creemeeseason said, I've been posting about the general trend of electrification and physical data centers for a bit now. Like $STLR is growing like crazy, they do a line of business called their e-infrastructure which is warehouses and data centers. Then there are companies like $IESC $FIX $POWL $NVT $VRT that more like electrification/data center plays. You can also look at companies like $EME and $PWR which is more a play on grid maintaince and updating.
Of course, here's a list of ones I own/like, please do your own DD before buying anything. For Grid/Electrification plays: $PWR, $NVT, $IESC, $EME, $FIX, $ATKR, $POWL, $NXT (more of a solar play, but they produce the array/holders of the panels, not the actual solar pannel). More than happy to share any other ones, but those would be more infrastructure and reshoring. I screen for companies, is usually my first step. Then look at companies competitors. More than happy to explain more or help out with what has worked. I created this post a few months ago that goes more into detail: https://www.reddit.com/r/stocks/comments/18s6n11/some\_things\_that\_have\_helped\_in\_my\_investing/
Market reactions to earnings can be funny sometimes. Like NVT announced yesterday, was pretty decent and traded down like 2%. It’s now up like 4% today.
Best account is up 1.5% FIX, NVT, JBL, AIT, IESC all over 1%.
Personally, I like the physical aspect of. So a few companies. STRL - they a construction company, but their e-business line builds out warehouses and data centers. IESC / FIX / POWL - they do electrical controls and energy monitoring around data ceters. NVT / MOD - building electrical components around cooling and wiring in the data centers. CLS - builds out custom racks for data centers. I think the future is going to be hyperscale building out their own chips and using services like CLS to help package them into racks.
Some cool news on $NVT: >today announced it will open a new distribution center in Dayton, Minnesota. The current distribution center in Anoka will be used to expand the manufacturing of liquid cooling products for data centers. nVent plans to move into the new distribution center by the end of 2023. > >nVent Enclosures President Joe Ruzynski said: “With the increasing demand for our liquid cooling solutions, we are excited to expand our manufacturing and distribution footprint to serve our customers. We also are proud to be part of the Minnesota business community and excited about the new jobs we are creating. This is a win for our customers, our employees and the community.” > >The acceleration of artificial intelligence (AI), greater data consumption, rising heat densities, and growth in edge computing are driving demand for nVent’s data center solutions offerings, including liquid cooling. nVent provides a comprehensive portfolio of innovative liquid cooling solutions, power distribution, enclosures and cable management to help drive sustainability, resiliency and energy efficiency, while protecting mission critical systems for data centers. > >This year, nVent was again recognized as a Top 10 Data Solutions Provider by CIO Applications.
Right on. Yeah, I'm really big into physical data center, just because I'm a software engineer and I know the demand for cloud computing. I also like electrical controls, since energy is a concern as well as cooling. I like some other names like NVT, IESC, FIX, STRL, MOD, VRT. I'm aslo really bullish on HVAC in general. Space and Aerospace is really interesting. I did some swing trading on ESE, but they aren't the worst in terms of going long on. I really love this boring company ITT. I've posted about them a few times. They do a lot more breaks and breaking fluids, but again, they are just killing it as a company. They actually bought an aerospace company recently as well to add their offerings. [https://www.businesswire.com/news/home/20230503005336/en/ITT-Acquires-Micro-Mode-Products-Leading-Provider-of-Highly-Engineered-Connectors-for-Harsh-Environment-Defense-and-Space-Applications](https://www.businesswire.com/news/home/20230503005336/en/ITT-Acquires-Micro-Mode-Products-Leading-Provider-of-Highly-Engineered-Connectors-for-Harsh-Environment-Defense-and-Space-Applications)
Yep. I’m in STRL, they do data centers and other warehousing. Also in $NVT $ANET $IESC $FIX $MOD as my physical data center plays.
fundamentals: SHW NVT GOOGL BKNG ANF
never, too many professionals already doing that and the prices have been reflected in the market. IMO. Listen to investtalk podcast and a lot of good ideas come out. I try to find good ideas early from others and then wait until the price comes down to buy a good company. Trying to pick one on your own out of thin air from a 10K doesn't sound realistic to me. I am watching HSY, BBY and NVT currently.
$NVT Q3 Non-GAAP EPS of $0.84 beats by $0.11. Revenue of $859M (+15.3% Y/Y) misses by $22.99M. Updating full-year sales and adjusted EPS guidance: - Reported sales growth of 12% to 13%; Organic sales growth of 3% to 4% - Reported EPS of $2.46 to $2.48; Adjusted EPS of $3.01 to $3.03 vs $2.90 consensus
One thing about spin offs that is interesting, is a lot of them seem to carry a lot of debt. I want to say $NVT was a spinoff and has performed extremely well for me.