bluemuthukrishnan

Manitowoc: Building Opportunity on Other People's Doubts

The point of the acquisition I think is to have an offsetting business when the global crane demand cycle dips. What will MTW fall back on during the lean years of construction? Their existing expertise in food manufacturing equipment seems a logical base to build upon. And Enodis is a great company to own with some spectacular growth in recent years. (I am long on MTW).