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Post# of 113441
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SSKILLZ1

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SSKILLZ1

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Re: SSKILLZ1 post# 112230

Friday, 04/12/2024 12:23:56 PM

Friday, April 12, 2024 12:23:56 PM

Post# of 113441
CNC

Brought Some CNC today at $70.99. Here is what I like.

1) CNC is trading cheap for it's sector, with guidance of at least $6.70 or better I believe it will be around $7 in this transition year. Hence Just a PE of 10 in a sector that gets much more than that.

2) CNC my understanding based on what they said I'm expecting adjusted earnings growth of 12-15% starting in fy 2025 and beyond. Hence why I feel a mutiple of 12-15 will be received a 1 year from now if that is the case. If you believe earnings will be in the upper 7's to $8 or so in fy 25. I can make a case for like close to $100 with like a 12 multiple and 120 with a 15 multiple if I'm corrrect.

Conclusion: I like CNC here and will add more on weakness. All is just my opinion, and I could always be wrong though.

---All above is just my humble opinion.
And I could always be wrong.
And as always do your own DD.---
http://www.investorshub.com/boards/board.asp?board_id=5316

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