Was Jim Cramer Right About These 11 Stocks?

6. Comfort Systems USA, Inc. (NYSE:FIX)

Number of Hedge Fund Holders: 50

A caller asked about Comfort Systems USA, Inc. (NYSE:FIX), a roll-up operator in the mechanical, electrical, and plumbing (MEP) space. Cramer showed clear approval:

“I like Comfort Systems — symbol FIX, I believe. And I like that company. HVAC is king.”

Cramer absolutely nailed this one with the stock gaining 42.61%. Comfort Systems USA, Inc. (NYSE:FIX) is thriving through strategic acquisitions in the HVAC and mechanical contracting space, riding infrastructure spending tailwinds.

Jim Cramer is still bullish on this thesis. Here’s what he said in early 2025:

“HVAC, whether it be Trane, whether it be Carrier, if you got HVAC, it’s the thing. I mean I know it’s weird because it’s very much like plastics in the movie The Graduate. But like if someone were to tell me right now, a young kid walked by and say, Jim, I’m thinking about going in the stock market. You know what I’d tell him? HVAC.”