CSL Stock Recent News

Despite significant market events, industrial and tech stocks have had similar returns since 2020, indicating a potential long-term rotation favoring value stocks. Higher inflation and interest rates are shifting the risk/reward balance towards value stocks, making them more attractive compared to growth stocks. The AI revolution and liquidity improvements temporarily boosted growth stocks, but these tailwinds may not sustain long-term outperformance.

Dividend growth investing requires patience but pays off. Low-yield stocks with strong growth potential can outperform high-yield picks over time, offering both income and capital appreciation. I focus on three stocks with fantastic business models, pricing power, and long-term growth potential. These picks align with my belief in balancing income and growth for a resilient portfolio. While not ideal for immediate income, these stocks are perfect for long-term investors. They offer compounding power, strong fundamentals, and the potential to beat the market.

Thank you to the Seeking Alpha community for your support! Reaching 40,000 followers is a dream come true. Your feedback fuels my work. I've invested 91% of my net worth in 23 high-conviction dividend stocks. Focused on wide-moat businesses, I prioritize quality and long-term growth over yield. My portfolio has outperformed the S&P 500, and I'm confident in its future. I expect a rotation to value stocks, and I'll keep sharing insights to grow together.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) is reinforcing its commitment to innovation through the development and execution of its new innovation accelerator program. The innovation accelerator program builds on Carlisle's track record of innovation success by engaging entrepreneurs and start-ups across the globe to identify, develop, and commercialize new products that deliver energy efficiency, labor savings and integrated solutions. Chris Koch, Chair, Pre.

I started investing with a modest $4,000, now growing it into a 23-stock portfolio. The median net worth varies by age, but most can invest $10,000 for growth. The goal here isn't to push random picks, but to offer long-term dividend ideas. I connect my choices to the broader economic picture, from undervalued essentials to GARP stocks. In this article, I highlight undervalued consumer staples, GARP stocks, and investment ideas linked to potential political changes, all aimed at steady dividend growth.

Warren Buffett's rule of "never lose money" emphasizes how a loss, even small, compounds negatively. Every dollar wasted is a missed opportunity for compounded growth. Howard Marks stresses risk management and diversification in investments, highlighting the importance of being aware, analyzing, diversifying, and being well-paid for risk. I focus on high-conviction stocks for my portfolio, buying on weakness. When prices drop, it presents an opportunity to buy more resilient, quality companies at a discount.

I believe we're at a turning point for cyclical stocks, with improving indicators and global growth signaling potential outperformance in industrials, energy, and transportation. I'm positioning my portfolio for this shift, adding to railroads, machinery, and energy stocks. I'm confident these sectors will see strong returns and accelerating dividend growth. Of course, risks remain - geopolitical tensions, inflation, or economic slowdowns could derail this trend. But for now, the risk/reward looks favorable.

CSL's fourth-quarter 2024 results benefit from higher revenues across the Carlisle Construction Materials segment.

While the top- and bottom-line numbers for Carlisle (CSL) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Carlisle Companies Incorporated (NYSE:CSL ) Q4 2024 Earnings Conference Call February 4, 2025 5:00 PM ET Company Participants Mehul Patel - Vice President, Investor Relations Chris Koch - Chair, President & Chief Executive Officer Kevin Zdimal - Chief Financial Officer Conference Call Participants Tim Wojs - Baird Bryan Blair - Oppenheimer Saree Boroditsky - Jefferies Garik Shmois - Loop Capital Susan Maklari - Goldman Sachs David MacGregor - Longbow Research Adam Baumgarten - Zelman Operator Good afternoon. My name is Constantine and I will be your conference operator for today.