Cramer's Wallflowers

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From 5-29-07:

"Every time I think the market's had a big, big run, I come across a company like Wesco International (WCC), a boring distributor of electrical products, not unlike a Grainger (GWW), another amorphous, boring company that keeps putt-putting along.

What amazes me is how many of these quiet companies selling at cheap prices there are out there. When Grainger had an off quarter not that long ago, Goldman Sachs took the stock to a sell. Too much residential. Sure enough, Grainger puts on a good quarter and the stock explodes upward. Of course it did; the darned thing was selling at only 17 times earnings, despite consistent 12% growth.

I point all of this out because these are companies that you shouldn't be surprised to wake up tomorrow and see a Texas Pacific Group taking them over or a KKR rolling them up.

They are just too cheap.
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