Savvy Trades and Investments

[SSKILLZ1]

VTRS

Reported this morning. I thought the quarter was fine. The market didn't necessarily agree. Obviously the lowering of guidance slightly was due to a divesture. I still expect around $2.75 for the year and some improvement next year, and even better improvement the year after, I truely believe this is the trough year for adjusted EPS overall. The company continue to show slight growth y/y on revs minus divestures. Since I believe we finally are getting to the end of the divesture phase now, and the acquisitions, plus new products will start to support top line revenue growth y/y that you actually see once the divestures are behind us from a comp perspective. In the meantime getting paid almost 4.3% to wait, and a PE of 4 times what I believe is trough earnings, you could do alot worse in my opinion. All is just my opinion, and I could always be wrong though