Dick, DAAT continues to fly under the radar. While the sales growth rate y/y is slowing versus its torrid growth of the past two years, they are still showing very strong organic growth of 26%. I still think fair value here is somewhere north of 3.
New products appear to be a nice fit with their existing products, so they should have no trouble adding those lines into existing customers and they shouldn't cannibalize existing sales.
I like the expansion into foreign markets as well.
Was looking at some of the financial metrics here. ROA and ROE are fantastic:
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