Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs
Stockchase Opinions

Gordon ReidCrane Co.CRTOP PICKOct 24, 2012

Diversified manufacturer. Make everything from fluid control systems to brake systems and vending machines. Has a great set of metrics. 8% free cash flow yield. Good dividend. Trading at a little less than 10X earnings with good growth prospects.

$42.30

Stock price when the opinion was issued

$214.76

As of Jun 18, 2026. Market Open.

managementdiversified
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

SELL

He had a small position. The valuation got extended as shares rallied 40% over the last 9 months. Free cash flow turned negative.

COMMENT

Looked at this about a year ago. The company has done well and is not ridiculously expensive. A great, long term industrial. He passed on this because they have an old asbestos liability. Asbestos liabilities have caused serious legal problems leading to massive damage suits in the US, which has killed a couple of companies. With that kind of risk, he passed on this.

PAST TOP PICK

(Top Pick Oct 24/12, Up 48.33%) Fluid management (Toilets). Vending machines, braking systems for aircraft. Well diversified and well managed. Margin expansion has been one of their main benefits. Still represent good value.