Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Can Labelmaker Multi-Color Make The Leverage Stick?

Multi-Color (NASDAQ:LABL) is the sort of obscure small-cap company that I love; the company's products are ubiquitous and essential (product labels), but nobody really ever thinks about them. What's more, Multi-Color is a good play not only on the overall volume growth of consumer goods, but also on the increasing sophistication of labels and the very fragmented nature of the industry. While Multi-Color is not a very liquid or well-covered stock, I believe patient investors will be impressed with what this company becomes over the next three, five, or 10 years.

Growth Has Perked Up, But Margins Are Proving Tricky

When Multi-Color reported its last quarterly results (in November), sales shot up 66% largely on the back of...

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