Brendan Caldwell
Carlisle Companies
CSL-N
TOP PICK
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.
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.