Brendan CaldwellIt doesn't indicate it in these comments but regarding his views on the US housing market, he went on to add that he owns TCN. GLTA
HOLD
Carrier Global Corporation (CARR-N)
17/07/2023
Demand for air-conditioning not going away.
Stable business model.
Likes sector due to defensive attributes.
"Picks & shovels" style business - correlated to housing market.
INDUSTRIAL PRODUCTS
Brendan Caldwell
$54.560
No