Dan from Madison

Industrial Distribution One Year Into Covid

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It was around a year ago now when we started to hear about this thing called Covid. My kneejerk at that time was “it’s just the f1cking flu”. Quite the year.

For those not acquainted, I own an HVAC distributor, and we are a subset of industrial distribution. I have written some updates along the way of this new Covidian world. Here are a few more thoughts of where we were, where we are, and where I think we are going.

1) I thought our AR was going to be ravaged. Boy was I wrong. AR is as healthy as it ever was. We probably have some PPP money being used improperly by some customers, but the fact of the matter really is that HVAC in general has been very, very strong. People had to stay at home and with extra money from not going on vacations decided to upgrade their HVAC systems. Indoor Air Quality (IAQ) was obviously a very good driver for us in both residential and commercial segments.

2) I originally thought that replacement parts would be an issue. Nope. It was all about finished goods, and still is. Our main domestic provider of HVAC equipment is digging out of the hole that seemed infinite in nature, caused by all of the distributors cancelling everything during the original shutdowns, and then re-ordering everything x 2 or more when the weather got hot in Summer. It was brutal, but we worked through it. All of the favors were called in, and I scoured the USA for new trading partners to come up with some solutions. That work paid off and will pay off in the future as now I have more partners to rely on. I have never worked so hard to get product – one week I worked 100 hours. I have had one day off since last February that wasn’t a holiday. Not looking for sympathy – these are things that you do when you are the boss but I’m glad we have a bit more normalcy now.

3) Right now, the ports on the West Coast are a mess, and there is a major container shipping issue to/from Asia. This is already causing hella problems with items such as ductless mini split systems, PTAC units, window airs, dehumidifiers, and the like. We are going to see major issues in these segments when it warms up.

4) Inventory controls are out the window. Product comes in surges rather than the patterns we were used to that had been developed over decades. We are still getting orders in on some items from last July. It is very tough to manage. We don’t dare send anything back to the manufacturers for fear of not getting the items again, but our turns are a farce right now. There really isn’t a solution, and we hope that our normal buying/supply patterns return later this year. I have rarely used my line of credit in the past, but until this thing normalizes, I have no choice.

5) Competition isn’t working as hard as I am. I really am happy about this as I am seeing new customers and coming up with innovative solutions or new products/vendors, and a lot of my competitors have either given up or just aren’t that interested in trying new things. It has really opened some doors. Hard work does create luck.

6) I protected, and continue to protect, our long time, loyal customers when the availability sh1t hit the fan and shielded them fiercely when other contractors came calling as their distributors ran out of product. We immediately halted new dealer acquisition and allocated product to “our guys”. My customers were very thankful for very few product outages. This created some angst as these potential new customers were offended when I politely told them to “pound it”, but that’s too bad. We did the right thing.

7) The future is bright. If we can get a handle on the inventory, we feel that there will be a burst of commercial work coming as companies get fully back up and running. I think that residential won’t slow down any time soon either. This polar vortex we are currently experiencing pushed a lot of units over the edge.

8) Some items are still hopeless. MERV 13 filters are a complete joke, along with UV product. MERV 13 filter lead times still sit at 16-20 weeks. Want a backup generator for your house? 20 weeks minimum. Our Bipolar Ionizer manufacturer that we represent has done a fantastic job re-supplying so that fight is over for now.

There is a lot of work left to do, but in general, we are finally, mercifully seeing some light at the end of the tunnel.

Finnish Pecan Balls

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Winter has fully set in here in flyover country and we are in the midst of our first and hopefully only polar vortex of the season. This gives plenty of inside time, and time for me to dive into my grandmother’s recipe box.

Today we have Finnish Pecan Balls. I have no idea why the are Finnish, and honestly didn’t know what I was getting into when I started this one. When they were finished I said to myself “oh thooooose” when I realized that these where the dry, crumbly, sugary, tasty things that were on every single Christmas cookie platter I had ever seen since I was a wee lad.

1/2 lb. butter
4 tbsp sugar
2 cups pastry flour (I used regular flour and it worked just fine)
1 tbsp vanilla
2 cup pecans cut coarse (I used almonds as my spousal unit overbought and they turned out great)

Cream butter and sugar. Add flour, vanilla and nuts. Roll in hands size of butter balls (I went around an inch to an inch and a half). Bake 15 to 20 minutes in hot oven (come on grandma). I went 18 minutes at 350. Roll in powdered sugar while hot. Makes 3 doz.

I ended up with 29. Super easy and delicious. Have a napkin handy or eat over garbage can.

Your “It’s Gonna Be A While Before You Get Vaccinated” Banana Cherry Nut Bread Recipe

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I have been rewarded with many correct calls so far while watching the botched and hilarious clownshow that is the vaccination rollout. Just about every single thing I predicted would come to pass, has. These predictions included:
1) Sensational tales of adverse reactions to a vanishingly tiny amount of people (I’m guessing these are the same communists that can’t eat peanuts)
2) Freezers “breaking down” and/or vaccines getting “misplaced” and heroic technicians vaccinating random people (Does anyone really believe these stories? Or at a minimum doesn’t everyone assume we are missing at least part of the story?). The media always, always has to have a hero.
3) Ridiculous systems and classifications of those supposed to receive the vaccine
4) Logistic and other failures
I have worked in industrial distribution all of my adult life, and know a thing or two about logistics. I also know a thing or two about government. I can’t think of too many worse combinations than logistics and government. Naturally, and predictably, the vaccination program is a total and complete farce. If we just would have left it to Walgreens and/or CVS and let them make some money at it, the whole shebang would probably be done by now, subject to availability of the vaccines of course. The whole debacle makes me sigh out loud, and creates hunger. I looked through grandmas recipe box and found a recipe that worked perfectly as I had exactly three bananas that were “on sale”, so to say, in my fruit basket.

This recipe is attributed to Alice Petersen, and is marked by my grandmother on the card as “very good”. I agree. It is very good.
Banana Cherry Nut Bread
1 cup sugar
2 eggs
1 10 oz jar cherries and juice – leave the cherries whole *I love ingredients like this. Upon going to the supermarket, it quickly becomes apparent that cherries are not sold in jars anymore, nor in 10 oz sizes. I saw a 15 oz can but was then faced with the choice of cherries in heavy syrup or water. I chose water and it worked out. I just cut the 15 oz can down to 2/3 (and naturally, began to snack down the other 1/3 of the can, before having to give some to my spousal unit, who threatened to burn my possessions in the street if I ate them all). I’m guessing back when grandma wrote this one up that the packaging for cherries was quite different than it is today.
1/2 cup butter or margarine
3 mashed bananas
2 cups flour
1 tsp soda
1/2 cup walnuts

Cream the sugar and butter; add eggs; mix. Then add bananas and mix thoroughly. Blend in flour and soda. Add cherries, juice and nuts and stir until mixed. Pour into 2 small loaf pans and bake one hour at 350.

Super simple and rewarding. Enjoy!

Your Post Apocalyptic Cinnamon Coffee Cake Recipe

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Well, after all fifty state capitols being assaulted last week as predicted by the FBI and an extremely excited media, along with an inauguration that was marred by violent, huge mobs of country overthrowers and coup starters, I’m in the mood for some coffee cake.

When my grandmother died many years ago and we were doing her death cleaning, I wanted just a few things – the collection of antique beer steins, the stand mixer and the box of recipes. I was fortunately granted all of the above. Today’s recipe is one that grandma got from one Clara Jensen according to the index card, a person I don’t necessarily remember. This coffee cake turned out really good, but in general, most coffee cake, to me at least, has a ceiling as far as quality and taste goes. It is very easy to make and of course you can alter to your taste but this is pretty solid.

2 cups flour
1 tsp cinnamon
1 cup sugar
1/2 tsp salt
1 tsp baking soda
1 tsp baking powder
1/2 cup brown sugar

Sift all of these dry ingredients together. Mix that with:

2/3 cup room temperature shortening
2 eggs
1 cup buttermilk
Put in a 9×13.

Topping:
1/2 cup brown sugar
1/2 tsp nutmeg
1/2 tsp cinnamon
nuts (optional)

Sprinkle topping on top of dough.

Bake at 350 for 25-30 mins. I went 28 and it turned out just fine.

Enjoy!

Marching to the Beat of Pretty Much the Same Drummer

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Quite the week out there in DC. Meanwhile, back in flyover country, things seem somewhat, well, the same. Let us unpack a few things.

I am in the HVAC business, the owner of a distributor. Business is good. Since it is Winter and it is cold, we are firmly into the H of HVAC. Heating products are selling briskly. Customers coming in the door seem to be acting as they always have. Outside of a little water cooler talk about the riots in DC, the employees seem to be acting exactly the same. In fact, if I didn’t know about the riots, this could be pretty much any week in any January.

But…social media and all that. While waiting for some cream cheese to come to room temperature for a key lime pie I am making (the pie is completely inauthentic and made with Persian lime juice to boot) I decided to look at a few news sites and scroll twitter a bit and then write this post. What a cesspool social media is. Lots of CAPITAL LETTERS and rage and fury.

I see that the same benefit of a few “bad actors” won’t be applied to this riot like all of the other ones over the Summer. Hey that’s not fair! Sorry I laughed out loud while I typed that. We know. We get it. Too bad everyone couldn’t have gotten their panties in a bunch when the idiots were trashing the Federal Courthouse in Portland (they still are from what I hear) or any of a number of other federal, state and municipal buildings, as well as billions of dollars of private property – some of which literally went up in smoke.

I saw some video of the cop in the Capitol blowing that poor woman away. Looks bad. Will be interesting to see how he is treated.

Lots of calls for Trump to resign, get 25th amendmented, impeached and all that. I haven’t actually had time to hear exactly what he said, but I’m guessing that it wasn’t “hey thanks to all of you for coming, now get your asses up to the Capitol and trash that thing”.

I have to go to work tomorrow to get some things done that I couldn’t attack during the week. I plan on keeping off of social media as usual, and letting the screamers scream. I won’t hear them.

Will this event go down in the annals of history and be one of those “I remember where I was when” moments? I don’t think so. I could be wrong. I have a pie to make.