VALT-T -0.8 MART-T -0.57 VIDY-T 0.04 RPRX-Q 0.35 NCSM-Q 1.61 HRTG-N 1.36 BA-N 6.14
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Mike S. Newton, CIM FCSI Carlisle Companies CSL-N PAST TOP PICK Aug 26, 2013

(Top Pick Aug 14/12, Up 36.31%) He got stopped out. Still likes it and wishes he still owned it. Keep holding it.

Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
No
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$68.400

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TOP PICK

Carlisle Companies(CSL-N)

Aug 14, 2012

They are in tires, wheels, braking. CEO stated that he can produce things cheaper in the US than he could in China. Very low volatility. 80% of its sales are domestic US.

Mike S. Newton, CIM FCSIMike S. Newton, CIM FCSI
Owned
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$51.220

Stock price when the opinion was issued

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TOP PICK

Carlisle Companies(CSL-N)

Oct 28, 2022
Good time to be buying shares with weakness in the market. Big infrastructure projects for commercial clients will be in demand. Recent miss on earnings not a concern. Business model will do well in economic downturn.
Brendan CaldwellBrendan Caldwell
Owned
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$238.855

Stock price when the opinion was issued

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PAST TOP PICK

Carlisle Companies(CSL-N)

Oct 02, 2023
(A Top Pick Oct 28/22, Up 10%)

Is off its highs and lows. Is a slowdown in discretionary purchase like fixing your roof, purchases which will be postponed.

Brendan CaldwellBrendan Caldwell
No
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$251.850

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