Savvy Trades and Investments

[SSKILLZ1]

SBH

I picked up some SBH today at about $19.05 Avg. It is a small position to start. But I thought last quarter was very good in a seasonally weak quarter. I also believe with going out more, people will worry about makeup, and skin care and that kind of stuff, so I believe that will give it a boost as well. I think they are a well run retailer that we are getting on the cheap here, I could see a scenario where they earn $2.50+ In the next FY, don't see why it at least don't get a PE of 10 or possibly 12. Hence FV to me is probably in the mid to upper 20's. So seems like a good buy around $19. Time will tell. All is just my opinion, and I could always be wrong though.