Becton Dickinson—“We think about 55 percent of their sales are overseas so they aren’t as affected by the [health care] reform right now, but regardless, they’ve been a very strong grower and you’re able to get them at prices where you haven’t been able to get in the past,” he said of the firm.
FMC Corp—“They have number one market share in anything they do,” he said. “Herbicides and pesticides and agriculture is an area we like going forward for the long term.”
Tiffany—“The brand is very powerful,” Krumpelman said of the luxury retailer. “They’re growing internationally—they’re doing very well in Europe, and also in Asia, ex-Japan part of the world.”
Accenture— It has "a very balanced business model—it’s just crème de la crème within consulting,” he said.
“It’s a cash flow machine—all of their assets are intellectual capital, very few capital expenditure with fixed investment…We really like the return to shareholders, and cyclically, we liked what we saw coming out of the quarter.”
Other Market Views:
CNBC Data Pages:
Krumpelman owns shares of TIF, SJM and ACN.
Croft and his family own shares of CSCO, BDX and FMC.