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Re: maxluke1 post# 106743

Wednesday, 08/16/2023 2:45:11 PM

Wednesday, August 16, 2023 2:45:11 PM

Post# of 129817
Thanks for the reminder on ESP. Didn't realize this one had dropped back from the low $20's a few months ago. Agree this looks like a good one into their Q4 report next month. They've got an easy Q4 comp, which I love. They have a strong backlog and have posted 3 very solid quarters in a row. As you noted, other companies in the sector seem to be doing well.

Hopefully we'll see ESP post Q4 earnings around .40/share vs only .11/share last year. Annual comp will look great too. With over $7/share in cash & investments on the balance sheet, ESP could run back to $20+ on that report next month. I'll be accumulating around $15 & under. Let's just hope the markets hold up til they report.

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