Terravest Industries is one of the best companies to own long-term

$TVK.TO ⛽️

Why? 🤔

- Operating in a niche industry thus able to acquire companies in discounts and low multiples since there is not strong competition.

- Close relationships with steel manufacturers, since it's the biggest cost to make propane tanks, they are able to get it at a discount.

- You can drill oil in Canada if you don't have Propane tanks asking their business vital.

- Strong organic growth 

- Management has very disciplined capital allocation so far. In the past, when the share price got depressed they repurchased a lot of shares.

They don't even have an investors page and analyst coverage is minimal, most hedge funds and fund aren't aware of them yet.

I suspect this will change in the next 2-3 years, as they get more exposure. If this was a USA company, it would trade at least at $200+.