Energy: Is Graco a Great Co.?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 21 March 2019
⏱️ 31 minutes
🧾️ Download transcript
Summary
Sometimes great companies are found in under-the-radar places. Graco is one of those companies. You probably haven’t heard of it (I thought it made baby strollers before doing my research), but this maker of industrial fluid and coating machinery has trounced Mr. Market over the past 25 years. Motley Fool Senior Analyst John Rotonti joins the podcast to discuss why this underfollowed company is an attractive investment today.
Stocks Mentioned: GGG, SHW
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| 0:00.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:07.0 | Today is Thursday, March 21st and we're talking Greco. |
| 0:10.0 | I'm your host Nick Saipel and today I'm joined by Senior Motley, Avi Sky. |
| 0:14.1 | How you doing, John? |
| 0:15.1 | I'm doing good, Nick. |
| 0:16.7 | Thanks for having me on the show. |
| 0:18.1 | Yeah, John, great to have you on the podcast today. |
| 0:20.7 | Before we dive into Greco, which is the company we're discussing today |
| 0:24.0 | why don't you tell the listeners a little bit about what you do at the Fool and a little |
| 0:27.2 | about what your investing style and strategy is. |
| 0:30.3 | Awesome so I'm a senior analyst at the Motley Fool on the investing team. I've been here for almost five years and I basically just try to cover as many high quality growing companies that I can handle. |
| 0:46.2 | And so right now that's about 30 companies and in general I look for companies that have a strong balance sheet and that generate high returns on invested capital and that I think can generate high returns on future capital and that have opportunities to reinvest in future growth at high returns |
| 1:10.0 | And so and a company that's that's growing organically and that I think can generate earnings per share and free cash flow of per share of about |
| 1:19.0 | 10% or more going forward and that's basically what I look for. |
| 1:24.0 | Awesome. |
| 1:24.3 | And we're going to talk about a company today |
| 1:26.5 | that really seems to check a lot of those boxes. |
| 1:28.9 | And that's Greco. |
| 1:29.7 | I'll tell you, John, when I heard the name Greco, |
| 1:32.1 | the first thing I thought about was |
| 1:33.4 | kind of High Chairs and Strollers this is not that Greco. Why don't you tell our |
| 1:37.8 | listeners a little bit about what Greco does and maybe just how you came across |
... |
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