This remarkable company boasts ONE defining and extremely
telling characteristic that...
- You'll NEVER hear mentioned in The Wall Street Journal or on CNBC
- Will NEVER turn up in a public SEC filing
- Can NEVER be screened for by a team of Wall Street analysts or space age computer model...
this company is just getting rolling and is consistently growing its $65 million in free cash flow
... at nearly 20% per year.
Just like Dell in the 1990s, this company is the top-rated consumer brand and undisputed leader in its category -- shipping a staggering 1.4 million units
per day nationwide.
Also like Dell in the 1990s, it offers a lower-cost, more dependable, AND more convenient level of service to its loyal customers than the tired old conventional retail model.
What may surprise you is that this company might actually have an even bigger competitive advantage than Dell had in 1990. Ok, now I've got to get a bit technical here to explain, so bear with me ...
On every dollar worth of fixed tangible assets (essentially plant and equipment that's extremely costly to carry), this revolutionary business churns out more than $4.50 in real revenues and 30 cents in operating profits.
That's huge. By comparison, the company's only meaningful competitor in the space generates just $2 in revenues on every dollar of its own fixed, non-cash assets, and a measly penny in operating earnings.
Now, let me put that to you in layman's terms...
Just like Dell did in 1990, this company has found a way to satisfy an already existing consumer appetite, while avoiding the onerous plant, equipment, and inventory costs that eat up its competitor's razor-thin margins.
I guess that explains why top-level insiders (the most knowledgeable and successful investors of all) still own more than 5% of this company's outstanding shares.
And that's good for us, too... seriously, I love any company whose key decision-makers are big investors themselves... because their interests are aligned totally with ours.
And this is really key: At around $1 billion and change, this company is right in my sweet spot for meteoric growth. Here's how I see it...
We're not rolling the dice on some penny stock wannabe here. No. We're investing in an established business in a profitable niche... one that's proven its model works...
And yet there is still PLENTY of room to double, triple, and even more in the coming years!
A recent 40% drop in share price makes NOW the time to get in
...a $1.3 billion company that has revolutionized a massive consumer segment while treating its owners to...
- $65 million in annual "owner earnings"
- 20% earnings growth... year after year
- Investment returns since its IPO of 22% per year
