An international, non-asset-based supply chain services and solutions company that provides services through a network of offices and contract logistics centers.
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I like this company partially due to a number of its "negatives." The company has historically grown through acquisitions which most assuredly has led to a number of inefficiencies. Despite this the company has historically earned spectacular returns on invested capital and has had impressive free cash flow. The company most similar to it is Expiditors Intnl, which has had consistantly higher margins. Although this is partially be due to UTi's contract logistics segment I believe there is room for significant margin expansion. Add this on top of further growth and acquisitions and there is a large potential to increase earnings. The company's growth in the near term will be miniscule as the company has stopped acquisitions to help integrate previously acquired companies but long term growth should be easily above the S&P's. This is an emerging industry which has very favorable economics and I don't anticipate ever selling my shares(at least in the next 2-3 decades). There may be short-term risk caused by difficulties in integration but the current pricing represents a spectacular entry point.