Savvy Trades and Investments

[SSKILLZ1]

ASO

I don't own this one at current time. even when it was in the 43's before earnings I was tempted, but I thought analysts estimates were too high for the upcoming FY so I didn't want to jump in ahead, plus I was worried that tariffs would adversely affect them which was a concern as well. Having said that it will be interesting to see how the company deals with tariffs in the CC (Hopefully it is brought up) to me that might be more important than the numbers. I expect they will do about $6 this year. Longer-term I expect them to unlock earning potential as they continue to expand nationally, and there plans help increase margins going forward. To me I'm very interested in the CC 2026 (FY) will be another transition year where hopefully the comps get much better in the 2nd half and beyond. I find the stock potential to be attractive if it revisits it's recent lows, and if the CC addresses the issue of tariffs positively, but won't know that until after the CC. All is just my opinion, and I could always be wrong though.