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Andy Cross

๐Ÿ‘ค Speaker
222 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Money
How We Invest In a Falling Market

The stock's been absolutely outstanding.

Motley Fool Money
How We Invest In a Falling Market

We put it into the Stock Advisor team, Hidden Gems.

Motley Fool Money
How We Invest In a Falling Market

Tom put it on the Stock Advisor scorecard in 2008.

Motley Fool Money
How We Invest In a Falling Market

It's up almost 40 times in value, absolutely crushing the market.

Motley Fool Money
How We Invest In a Falling Market

The last 10 years, last five years, and last three years, it has beaten the market as well.

Motley Fool Money
How We Invest In a Falling Market

They reported quarterly earnings.

Motley Fool Money
How We Invest In a Falling Market

The numbers will continue to be impressive.

Motley Fool Money
How We Invest In a Falling Market

Revenue up 9%, but what's really impressive is their margin profile.

Motley Fool Money
How We Invest In a Falling Market

They've just done a fantastic job managing that distribution network for office services,

Motley Fool Money
How We Invest In a Falling Market

uniform rentals, first aid kits, all those kinds of things that offices need.

Motley Fool Money
How We Invest In a Falling Market

Over the years, their growth rates have been somewhere in the high single digits on average of the last five years, but they've been able to continue to get margin improvements.

Motley Fool Money
How We Invest In a Falling Market

So they're

Motley Fool Money
How We Invest In a Falling Market

The margin profile grows faster.

Motley Fool Money
How We Invest In a Falling Market

They pay a nice little dividend.

Motley Fool Money
How We Invest In a Falling Market

They buy back some stock to make smart acquisitions.

Motley Fool Money
How We Invest In a Falling Market

The big news is they now are looking to acquire Unifirst, which is another huge provider of uniform rentals.

Motley Fool Money
How We Invest In a Falling Market

So I'm watching how that acquisition all works through because it will add a lot of goodwill to the balance sheet.

Motley Fool Money
How We Invest In a Falling Market

But hey, if a company can get the value out of those assets, it is CentOS, because they've done it time and time again.

Motley Fool Money
How We Invest In a Falling Market

So, CTAS is one I'm continuing to be impressed with and continue to watch, especially with the stock more than 20% off its all-time highs.

Motley Fool Money
How We Invest In a Falling Market

I never have.