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Easy to understand growth model, firing on all cylinders, lots of room to run.
Recs
This is a CAPScall from a recent blog that I wrote:
http://beta.fool.com/brewcrewfool/2013/04/17/these-small-caps-will-profit-from-the-housing-reco/31466/
Recs
Latest greatest Breaker and Starship. Already missed the first 20% run.
Recs
A play on the start of the housing recovery, this company is poised to grow 'into' that recovery. The next Lumber Liquidators!
Recs
Wonderful returns per invested store with a descent size market for expansion.
Recs
Classic story of small guy with a great idea, great passion and great execution. Doubling the company in size over the next five years is only 14-15% CAGR and that will most likely trounce the US market from current levels out five years.
Recs
Like Lumber Liquidators, Tile Shop offers a huge selection to homeowners, but also to investors who are fixing up properties to flip or rent out.
Recs
The Tile Shop. It's got a niche, that's for sure. I like that. I like that the niche is leaving room to grow. I like that the Tile Shop has quality products and good inventory. I like that it has been able to increase earnings. I like that it can provide for its growth internally and still post rising earnings. To sum it up: I like the Tile Shop, and I like it a lot.
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Recs
Expensive stock. Let it come back down to earth.
Recs
Recs
Good store economics + long growth runway = good opportunity
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