Savvy Trades and Investments

[maxluke1]

ESP - sold 1/3. You've had a good read on trading this one, so inclined to follow you. Plus, it was 5% of my portfolio (a bit too much for my taste).

Definitely like the $39 million of backlog that's supposed to occur this coming fiscal year. Like you said, they forecast $35 million last year and did $35.5 million this year, so probably a reliable forecast.