Every so often, an investor will set out to research a company expecting to find a certain type of company and find something completely different. That happens to be the case with me and Erickson Air-Crane (EAC). I originally began my research here thinking I was going to be looking at a small specialty aircraft manufacturer, but instead found myself looking at an increasingly diversified heavy-lift and helicopter service specialist.
Erickson certainly has some interesting points going for it. It is one of the largest providers of helicopter-based heavy lift services in the country, and management is focused on diversifying and maximizing the company's revenue opportunity. While I think consolidation and diversification can deliver interesting growth in...
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