Savvy Trades and Investments

[wadegarret]

TRTN, HZNP, DAN, ADS, UVE

all look cheap. TRTN(shipping containers) is slated to post $7.30 or so in 2021, which is around 75% EPS growth yoy, is paying a nice dividend, and has a PE of only 8 going forward.

HZNP(orphan status drugs) supposed to post around $3.80 in 2021, which is 50% EPS growth over 2020. Also with the new acquisition, they are supposed to grow another 45% in 2022 to $5.25. PE of 23 or so for 2021, and 18 for 2022 for this fast growing rare disease drug company.

DAN(auto parts) said in their CC last week, that half of their backlog is for electric vehicle parts, which carries 50% higher margins. Translated, that would mean the potential for $3 EPS in 2021, which is over 100% growth from 2020. PE of only 8 going forward.

ADS(credit cards) has been blowout it out of the water two qtrs in a row with huge beats in earnings. EPS slated to be $12+ for 2021, which is 45% growth over 2020. PE of 8 going forward for this comeback story.

UVE(wind insurance) just came out today with EPS slated to be $2.75- $3.00 for 2021 assuming no major weather events. That would be huge growth over negative EPS for 2020, and a PE of 5 going forward. Plus they pay a hefty dividend of 5%+