You can never be quite sure what investors will be willing to just "look past"; investors seem to have taken the suspension of 737 MAX production in stride as it concerns leading aerospace suppliers, and likewise investors seem to not be overreacting to a noisy quarter at Ingersoll-Rand (IR) that was impacted by some short-cycle industrial weakness and a steep downturn in the cyclical (but quite profitable) Thermo King business.
Given the significance of HVAC in global energy consumption (to say nothing of the number of people around the world who don't yet