While a number of companies in the materials sector are making downward revisions to earnings estimates, Berry Plastics (BERY) - up an impressive 35% year-to-date - is bucking the trend. Berry recently reported a strong fiscal fourth quarter with 35% revenue growth year over year, over 18% EBITDA margin expansion and strong cash flow generation due to fairly recent accretive acquisitions. Peery is also bullish on Crane Company (CR) , up 57% year-to-date, saying that the company's four independent business segments should be able to "leverage performance and realize synergies" by transitioning to a more integrated operating company. That said, Peery believes Crane's Merchandising Systems portion of its business that will be the near-term catalyst for a higher stock price. He added that in emerging markets like China and India, Crane's payment kiosks and self-checkout stations offer an "exceptional growth opportunity and their nearly 60% market share in these market should translate to stronger earnings."
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