TopPicks from Brendan Caldwell, president, chief executive officer and chief investment officer, Caldwell Investment Management
Brendan Caldwell, president and CEO of Caldwell Investment Management, discusses his top picks: McKesson, Tractor Supply, and Carlisle Companies. Mckesson is one of the largest distributors of prescription medicines and surgical supplies in the U.S. It should benefit from rebounding prescription volumes as more people resume routine doctor visits.
In the near term, prescription volumes are rebounding as consumers resume regularly scheduled doctors’ visits 50 per cent of revenue tied to livestock and pet products, primarily livestock feed and bedding; pet food, bird seed and seasonal products like fertilizer, pest and weed control Investments in"big and bulky" distribution capabilities further distance TSCO from smaller peers that cannot offer bulk quantities, same-day delivery and more, which should drive market share gains over time
CSL fully booked for 2022 and starting to take orders for 2023; management has good visibility into commercial roofing demand in the longer-term
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