Stockchase Opinions

David Driscoll Graco Inc. GGG-N BUY ON WEAKNESS Feb 15, 2019

Still a small cap and in accounts for kids and grandkids, so he does want to own it for the next 20 years. Revenues up 8%, 2.5x faster than the US economy. Seeing industrial growth, so it will show stock price movement as long as construction industry does well. But it is cyclical. Generate growing free cash flow, dividend growing by double digits. You can calmly buy when it's low, and wait for the economy to turn around.
$46.240

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PARTIAL BUY
In the construction contractor business, all around the world. Own for clients with a US portfolio. Bit expensive right now, so half position only right now. Dividend's growing at 12% clip, so twice the average. Lots of free cash, very little debt. A solid stock.