Savvy Trades and Investments

[abh3vt]

Nelson, I'd say more like 0.14/sh in 2H, but that's using 7.5% pretax margin (adj for one-times) and a full 20% tax rate. I've also got them closer to 0.11 (using my version of non-GAAP) in the 1H of 2024.

I would point that they did 0.20 in FY23, and I have them at 0.10 in the same period (2H) for last year....so they are on target to showing very good y/y fd eps growth. Again, my disclaimer is that use a 20% minimum tax rate. It didn't matter for reported eps last year, as my non-GAAP number matches what the company reported and what we are using for the comparison.