RE:RE:Seeking Alpha article
Personally, I look at their business "strong economics" and particularly at their very low Debt to EBITDA ratio and to their strong FCF as key drivers of future growth.
Add to this the top notch quality of their products and their acclaimed customer relationships... Their adressable market is huge, notably in the US...
I trust these guys for rewarding their shareholders in the coming years.
As usual, DYODD as I'm only an ind. interested investor.