"As Enterprise continues to announce strong revenues, earnings per share and projects that are getting awarded, the story's just beginning to get noticed in the United States. Enterprise announced that it's going to become a reporting issuer in the U.S. and so it will hopefully attract a larger audience. It has very strong revenue growth. With a return on equity of over 35% and with revenue currently at $30M, the management wants to grow that to $150M by the end of 2015. This could be a major growth company and can get a lot of attention in the U.S."
"I characterize Enterprise as a hands-on management entity. In the not-too-distant future, we will likely see a rebranding of this corporation and each of its businesses. The reason that Enterprise will rebrand is to demonstrate that it is very active in each of the business segments. Each of the managers or previous owners of those various businesses is still running operations under the Enterprise umbrella. The executive management team at Enterprise is making the capital allocation and the growth strategy decisions in concert with the managers running each business unit. It is a very collaborative effort intended to grow each business and to cross-sell the services. . .when we launched on Enterprise a year ago, the stock was at $0.35. It is now in the $1.10 range. That is great performance, and there is more to realize in the stock as it proves out the earnings potential of its recent acquisitions. It is our top pick!"