Savvy Trades and Investments

[SSKILLZ1]

GEN

Reported last week, I thought the raising of the bottom end of guidance was a plus. And I really continue to like how they continue to add customers as well. About a 12-15% EPS grower consistently, and I think earnings will probably be close to $2.50 next fy which lets face it isn't that far away considering they are a march 31rst year ender. I continue to believe this company should be worth in the high 30's at the very least over the next 6-12 months, hence why I continue to find it attractive in the mid to upper 20's. The consistentcy of this growth can't be overlooked very few companies are this consistent. I truely believe the acquisition wll be turn out to be fantastic for them, as I think management is fanatsic here. And are great executers to say the least. Time will tell. But I continue to really like GEN as a cyber security play for the portfolio at a reasonable valuation given it's consistent and solid growth. All is just my opinion, and I could always be wrong though.