Ron Gross

speaker
113 appearances 2 recordings 1 series first heard Jun 2009 last heard Sep 2014

Ron Gross’s voice in public audio — every appearance, attributed to the second.

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Appearances

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Yeah, I did.
I did not.
I think 12 million copies so far.
That's incredible.
I'll give you a stock that we actually purchased yesterday in the million dollar portfolio, a company called Lincoln Electric, which is the market leader in arc welding equipment.
Arc welding?
Like NOAA?
Like that kind of thing?
We actually made that joke in our write-up, believe it or not.
Yeah, welding, the kind of welding that fuses two pieces of metal together using an electric arc for those engineers out there.
This is a great company, strong balance sheet, great cash flow generation, has been acquiring companies for years.
It's a play on infrastructure.
When the recession fades and people get back to building our crumbling economy and emerging markets start to build out their infrastructures, I think this will be a great stock.
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