If you like companies with almost impossible-to-match market share and good underlying market drivers, Pool Corporation (POOL)
may be a name to look into further. While Pool Corp doesn't control the
majority of the U.S. swimming pool market, it comes pretty close and
its largest rival is only about 5% or 6% of its size. What's more, as
residential property values and construction activity recover, so too
should demand for new and replacement pools. Valuation is a concern, but
the company should be able to deliver good earnings leverage for a few
years.
Read more here:
Pool Corp Looking To Richer Margins And Recovering Markets
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