Todd Campbell
Long/short equity, Growth, medium-term horizon, registered investment advisor

Curtis Wright's Acquisitions Offer Upside

Curtis Wright (NYSE:CW) went public in 1929 when founder Glenn Curtis, a pioneer aviator, merged his business with the Wright Brothers. The company remains focused on aviation, however provides industrial products to power and energy industries too.

Two catalysts support future growth at Curtis Wright:

1. Acquisitions add product depth and market reach.

2. Commercial aerospace plan production growth over the next decade.

The company is consolidating small competitors.

Over the past year, Curtis Wright has gone on a spending spree.

The company has acquired 7 complementary companies, bolstering its industrial products. The deals not only provide breadth, but allow Curtis Wright cost cutting and cross-selling opportunities and lessen the company's reliance on defense, which accounted for 38%...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
PRO Top long ideas returned 21.7% in 2016**
"As a PRO member, we get uniquely valuable perspective that go beyond our quantiative analysis... We rely on PRO to get beyond the numbers quickly and add much needed perspective. It keeps me ahead of the next big thing. - Mark Choate, Malaga Cove Capital"
Mark Choate, Malaga Cove Capital
"Contributors (writers and commentators), often have a long history in the secuirities they opine on and some are clearly well positioned industry participants with detailed industry views that can help provide color on where the skeletons are buried in a particular secuirity and/or industry."
Jim Roumell, Roumell Asset Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details