NYSEAM:SEB - Post by User
Post by
Tornado71on Jul 20, 2018 10:32am
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Post# 28344097
SEB and "100 Baggers"
SEB and "100 Baggers"Smart Employee Benefits meets all the investment principles in Chris Mayer's book "100 Baggers".
John McKimm is a brilliant owner/operator of this business and has surrounded himself with exceptional directors and management.
SEB has a very long runway for growth with the benefits administration side of the business.
The stock is trading at a very low evaluation relative to both current and future growth prospects with clear visibility ahead.
Very sticky recurring revenue model and high profit margins for benefits administration.
Most 100 baggers from the past take over 20 years, but a few such as Monster Beverage Corporation achieved this increase in less than 5 years (2003 to 2007). Monster was trading at a price to sales ratio under 0.5 prior to this run and experienced both a large multiple expansion and huge increase in earnings. SEB's price to sales ratio is also extremely low at under 0.3 and growth in the benefits administration side of the business is expected to be exponential. They are a candidate for the rapid 100 bagger club.