Techtronic Industries (TTNDY)

Outpacing everyone, especially on the cordless side. Sales growth of 10% YOY. Incremental margin improvement.

Is the world's leading power tools company. 70% of sales are in the U.S. They grow revenues 8-10% and invest a lot in R&D. Still likes it.

He's followed this for 25 years and owned it for about half that. They own power tools, dominating that North American market, given market-leading growth and improving margins. The founding family owns 20%. Boasts 15% EPS share. To avoid tariffs, they moved a lot of production to the US and Mexico.

Trades on the OTC since it is based in Hong Kong. It makes brand name power tools. It is spectacularly well run and is poised for growth. The family owns 20%. Has a solid balance sheet with minimal debt. He is expecting 15% annualized earnings growth over the next several years and the stock to double over the next 5 years. It serves the do-it-yourself market as well as the construction industry.         Buy 1  Hold 0  Sell 0