Ferguson: Upgrade To Buy On Solid Execution And Growth Outlook

My previous investment thought on Ferguson (NYSE: FERG ) was a hold rating because I was still worried about the weakness in the residential segment, despite the strong execution seen in HVAC and Waterworks. But with 3Q25 resultsI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to lo ...