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Anyone own or looking at MLR?
#1
The fundamentals are very good, solid, simple industry and growing dividend for 9 straight years.

Any input?
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#2
I couldn't find a lot of data but it appears current years revenue up significantly, after a lot of years of flat.  Any idea why?  Could be a new and significant contract?  They do look like a stable small cap company.  FWIW I've actually used a few of their products in my previous life (automotive towing) and the quality was good. Their margins are thin and everything they make involves a lot of steel. I'd want to know how tariffs might impact them before I invested.
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#3
New CEO in 2013 and since then they have grown at a nice clip. They have also just built the first 100 Ton recovery truck.


Fiscal year is January-December. All values USD Thousands. 2018 2017 2016 2015 2014
Sales/Revenue 711,706.0 615,101.0 601,119.0 540,966.0 492,776.0
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#4
(10-07-2019, 07:00 AM)NilesMike Wrote: New CEO in 2013 and since then they have grown at a nice clip. They have also just built the first 100 Ton recovery truck.


Fiscal year is January-December. All values USD Thousands. 2018 2017 2016 2015           2014
Sales/Revenue                                       711,706.0  615,101.0       601,119.0    540,966.0       492,776.0

The financials are well covered in my Vanguard account research.  Very little commentary because they are not followed by any analysts that I could find.
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#5
Good products, good fundamentals.
Bought one tranche today @ 31.00
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