Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Watsco target raised to $175 at Stifel following the Q4 miss, still a solid compounding long term story; Buy (150.06)Stifel raises their WSO tgt to $175 from $165. Headline miss a tad surprising given strong 4Q results for most HVAC names, with other HVAC products negative. High expectation stock, as reflected in the underperformance today (down ~4% vs. +40 bps for the S&P 500). That said, firm doesn't think under-performance will last for long. Under the hood, decent performance on GM and continued investment and return on technology investments. Waving in more of the Carrier JV is common sense to firm. Given the increased income (net the increased interest expense) as a result of the Carrier JV (they are dialing ~$0.15 benefit for 2017E). Firm takes their 2017E EPS est to $5.85 (from $5.70) and their 2018E EPS remains at $6.60, which could readily have upside due to Trump tax benefits or incremental M&A, for which mgmt was quite bullish on the prospects. They are also introducing 2017 quarterly ests.</td> </tr></table>"