David Zanoni
Momentum, growth at reasonable price, long-term horizon

Comfort Systems USA To Rise On The Upcoming Improvement In Non-Residential Construction

With the residential construction market showing strength in 2013, strength in non-residential construction should not be too far away. Non-residential construction typically lags the residential market by about 18 - 24 months. Therefore, the next few years should be positive for companies levered to the non-residential market. One company that derives the majority of its business from non-residential construction is Houston, Texas-based small-cap, Comfort Systems USA (NYSE:FIX). Comfort Systems is set to benefit from the likely improvement in non-residential construction over the next few years.

About the Company

Comfort Systems operates mostly in the commercial, industrial, and institutional HVAC markets in the United States. The company provides installation, maintenance, and repair services in office buildings, apartment complexes,...

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