Watsco, Inc. (NYSE:WSO)

CAPS Rating: 4 out of 5

The Company is a distributor of air conditioning, heating, and refrigeration equipment and related parts and supplies in the United States.

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Member Avatar WILLIAMMORGAN77 (< 20) Submitted: 2/23/2014 9:13:55 PM : Outperform Start Price: $96.50 WSO Score: -6.15

I am personally employed by CARRIER ENTERPRISE and have been for 4 and half years. This is a company that is good to work for and this industry will never go away! WATSCO is the worlds leading distributor and since they teamed with CARRIER it has made them a HVAC powerhouse...I am looking to grab a handful of shares at minimum for the longhaul!!!

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Member Avatar starz188 (99.78) Submitted: 12/30/2013 4:26:44 PM : Outperform Start Price: $94.73 WSO Score: -4.39

Ridiculously solid company, and some interesting opportunities in the digital and international markets. Buy-and-hold-for-life.

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Member Avatar Speedchromer (< 20) Submitted: 3/30/2013 12:11:35 PM : Outperform Start Price: $81.18 WSO Score: -6.04

Outperform

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Member Avatar LurkyLurky (99.83) Submitted: 2/18/2012 3:43:50 PM : Outperform Start Price: $64.28 WSO Score: +7.14

Distributor of air conditioning equipment/supplies. Fixing your AC "isn't a want, it's a need."

http://www.smartmoney.com/invest/strategies/the-400-man-1328818316857/#printMode

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Member Avatar TMFTurtle (36.76) Submitted: 2/10/2012 12:40:22 PM : Outperform Start Price: $62.58 WSO Score: +8.68

This is a steady business. Although they've got a lot of competition, they're a well-known and well-respected player. They've taking some financial hits in the last year, which might mean they're relatively cheap right now.

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Member Avatar XMFPhila100 (92.70) Submitted: 6/14/2011 9:57:12 AM : Outperform Start Price: $54.44 WSO Score: +25.98

Lots of FCF, dividend yield of 3.6%, long-term management, low-debt.

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Member Avatar JCz101 (74.83) Submitted: 12/2/2010 5:20:55 PM : Outperform Start Price: $51.94 WSO Score: +25.81

pent up demand, carrier jv integration

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Member Avatar taylor4u (56.63) Submitted: 11/30/2010 5:31:29 PM : Outperform Start Price: $50.67 WSO Score: +26.66

There is pent up demand for HVAC type products and Watsco is great at capturing any demand there is.

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Member Avatar ogormanm2 (32.53) Submitted: 11/29/2010 2:16:17 PM : Outperform Start Price: $50.07 WSO Score: +27.63

Advisor recommended

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Member Avatar TMFBoiseKen (93.47) Submitted: 11/27/2010 10:27:39 PM : Outperform Start Price: $50.71 WSO Score: +25.40

This is a true buy to hold stock. The dividend gives me all the time in the world to wait. Consolidation of fragmented industry is a great business model. Ebix & Amedisys have also done well for me in different industries but with the same pattern. Load it up on any pullbacks.

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Member Avatar FOOLFULY (< 20) Submitted: 11/24/2010 4:02:34 PM : Outperform Start Price: $50.52 WSO Score: +27.02

50

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Member Avatar Ak66 (29.81) Submitted: 11/20/2010 12:46:49 AM : Outperform Start Price: $50.36 WSO Score: +28.36

Tom

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Member Avatar phyrne (< 20) Submitted: 11/2/2010 6:36:25 PM : Outperform Start Price: $48.82 WSO Score: +34.42

hot sweater markets

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Member Avatar afreakout (92.68) Submitted: 9/21/2009 4:56:07 PM : Underperform Start Price: $45.49 WSO Score: -29.66

Gotta be kidding me on this price. Completely unjustified. A moderate dividend is supposed to sustain the stock at these levels? Yeah right. Might short in real life.

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Member Avatar Actionman2go (< 20) Submitted: 10/20/2008 8:12:12 AM : Outperform Start Price: $29.80 WSO Score: +114.13

Conservative picks in case the market stays down.

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Member Avatar kiko0423 (< 20) Submitted: 4/15/2008 2:32:43 PM : Outperform Start Price: $33.31 WSO Score: +138.07

It will outperform due to the nature of the business. Most of its sales are coming up in the hotter months and they are almost neck and neck with the S&P 500. therefore their stock price will go up and the S&P 500 still has to receive some blows to its index because of its 20% composition of Financial stocks.

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Member Avatar FidlStix (78.25) Submitted: 4/25/2007 12:44:18 PM : Outperform Start Price: $39.38 WSO Score: +106.54

Air conditioning etc. company with excellent financials (e. g. low and shrinking debt ratio) and solid management. Flies under W S's radar, so price isn't jerked around by the expectations of the Dark Suits. Possible buyout when housing shows strong signs of recovery?

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Member Avatar Vegjr6363 (< 20) Submitted: 4/21/2007 1:37:02 AM : Outperform Start Price: $38.34 WSO Score: +112.85

Monopoly

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Member Avatar etstockideas (20.01) Submitted: 1/22/2007 11:36:23 AM : Outperform Start Price: $34.62 WSO Score: +133.30

I have just completed my first round of due diligence and low price to book value... Check out my value scorecard at:
http://etstockideas.blogspot.com/2007/01/stockpickr-spotlight-portfolio-review.html

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Member Avatar ratskins (82.57) Submitted: 12/28/2006 9:36:20 PM : Outperform Start Price: $34.57 WSO Score: +133.62

This is yet another stock being unfairly dragged down by the declining real estate market. This year they had record sales. I can't remember the exact figure but they own about 35% of the air conditioning market in the US. That is practically a monopoly. I think people are unlikely to give up their air conditioning any time soon. Plus, mechanical systems like air conditioning must always be replaced or repaired over time, so there is likely to be some business coming in the future. Even if nobody buys a house, they may still buy an air conditioning unit! With less than 10% debt and currently selling (as of 12/28/06) at about a 57% discount to intrinsic value it seems like you could not get hurt too badly with WSO.

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