Vertiv Q2 Earnings: Cool Tech, But Lukewarm Stock (Rating Downgrade)

Marco VDM/E+ via Getty Images Rapid Recap This is a stock that I've been bullish on for some time. However, I'm now less bullish than I've been for a while. Here why. Vertiv Holdings Co (NYSE:VRT) — this cooling company's stock is running red-hot. In fact, beyond its piping-hot rhetoric, its fundamentals are not quite keeping up. Case in point, its book-to-bill ratio has dropped back down to 1.4x from 1.5x in the prior quarter and is moving in the opposite to where I believe demand is going. What's more, if ...