Energy: A.O. Smith, Hot Stock or in Hot Water?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 16 May 2019
⏱️ 32 minutes
🧾️ Download transcript
Summary
If you took a hot shower this morning, there’s a good chance you got your hot water thanks to a product from A.O. Smith, America’s largest manufacturer of hot water heaters. Operating in an oligopoly market with growing demand as more of the world enters the middle class, A.O. Smith is up 9X over the last 10 years and counts itself among elite company as a dividend aristocrat. With shares down today on a recent short report from J Capital Research, Motley Fool Analyst John Rotonti joins the show to break down the investment opportunities and risks surrounding A.O. Smith today.
Stocks Mentioned: AOS
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Transcript
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| 0:00.0 | Thanks to LinkedIn for supporting Industry Focus. |
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| 0:11.3 | Welcome to Industry Focus, the podcast that dives into a different sector of the |
| 0:16.8 | stock market every day. |
| 0:17.8 | Today is Thursday, May 16th and we're discussing A.O. Smith. |
| 0:20.8 | I'm your host Nick Saipol and today I'm joined by |
| 0:22.8 | Motley via Skype. How you doing John? I'm great Nick. Thanks for having me. |
| 0:27.4 | It's great having you on once again, you know, a few weeks ago, maybe a couple |
| 0:31.5 | months ago. I had you on we talked about |
| 0:32.9 | Greco another great growing industrial company that's been around for a long time this |
| 0:36.8 | week we're talking about A. O Smith you know Greco we're talking about paints and |
| 0:40.7 | sprayers we're also in kind of the liquid fluid space here with A. O Smith talking about paints and sprayers. We're also in kind of the liquid |
| 0:42.6 | fluid space here with A.O. Smith talking about water heaters. Just a high |
| 0:46.6 | level 10,000 foot view for our listeners who may not be familiar with this |
| 0:49.4 | company. You just give a brief overview of what AO Smith does and you know what its business |
| 0:53.8 | how it's grown over time. Sure. AO Smith was founded in 1874 so it's like |
| 1:01.8 | 145 years old it's like 145 years old. It's based out of Milwaukee, Wisconsin. So it's a |
| 1:07.0 | global water technology business and their strategy is to be green |
| 1:13.0 | meaning energy efficient and environmentally friendly, |
| 1:16.4 | and to be smart, meaning IOT ready, |
... |
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