An investor recently asked a simple but striking question in the Reddit R / Actions Forum: What are the “boring” stocks with technological yields? ”
“Everyone is continuing the next MEDA-threshing IA,” they said, mentioning companies like Palantir (Nasdaq: PLTR), Rocket Lab (Nasdaq: RKLB) and even semiconductors. When someone mentions semiconductors, they generally refer to companies that design or manufacture these chips, such as Nvidia (Nasdaq: NVDA), Advanced Micro Devices (Nasdaq: AMD) or Intel (Nasdaq: Intc).
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Many Reddit users have replied with names that most traditional investors are neglecting. They are not stocks of memes or loss on hot stock markets, but inherited industrialists, car retailers and CVC companies.
“Before the most recent sale, Berkshire was 194% in 5 years,” noted an investor about Berkshire Hathaway (NYSE: BRK, BRK.B)). “Sitting 165% right now. Better than all Mag 7 except Nvidia and Meta (Nasdaq: Meta). Boring like hell and doing solid rock.”
Several mentioned Parker-Hannifin (nyse: pH), who Specialized in movement and control technologies. Others have pointed out Ingersoll Rand (Nyse: ir), Eaton Corp. (NYSE: ETN), and Trane Technologies (NYSE: TT) as industry which quietly beat the S&P 500 over long periods.
A user summed up the call by asking: “How many people on the planet took a sh * t this morning and / or have turned on heat or air conditioning?” The message: Boring companies that maintain infrastructure on the move are everywhere and often profitable.
Trend: Blackrock calls 2025 the year of alternative assets. A New York company has quietly built a group of more than 60,000 investors who have all joined a class of ALT assets previously exclusive to billionaires like Bezos and Gates.
Another favorite was Comfort Systems USA (NYSE: Fix), which installs HVAC systems. An investor called it “very efficient” and compared it to the Holdings (Nasdaq: IESC), which has has surpassed the market In the past 10 years of 32.69% on an annualized basis, producing an average annual return of 43.61%.
Comfort systems itself have has surpassed the market In the past five years of more than 51% on an annualized basis, producing an average annual return of 65.31%.