Quote Originally Posted by kiora View Post
And 3.44 bagger plus dividends since 2009,8 yrs.I've seen worse thats for sure PP.Compared to bonds ?
Absolutely agree - they have been (given the right timing) a quite good investment ... and looking into the future they are likely to keep delivering a reasonable revenue stream. As well - board is heavily invested (which is normally a good sign).

I guess what some people are saying is that they are not really a growth company (a 8yr CAGR of 1.7% is actually (considering inflation) negative growth) ... and while they seem to be able to earn as well some money when their major markets are not looking that flash ... it is not quite clear where the next up bump is supposed to come from.

However - steady as she goes ... and I am sure people could do worse than investing in SKL.

Discl: don't hold at current ...