frankfarb

Screener Picks, Part II: Three Mid-cap Growth Stocks

Manitowic is buying Enodis. Enodis, the largest supplier of commercial kitchen equipment also happens to be the major supplier of equipment to McDonalds.

Last year a very senior executive inside Enodis, in an aside, during a casual conversation, remarked that replacing obselete equipment accounts annually accounts for approximately 80% (! that's not a typo) of their sales.

That's why I bought MTC today. It's a no brainer assuming the world doesn't fall apart - and if it does we'll all be eating Big Macs!!

The GE-China Connection Is About to Get a Lot Bigger

My sense is that GE is a perfect way to participate in the incredible growth that will be the China story for the next decade or longer. A good long term investment for my grandchildren and a great dividend for me!