Replies to post #44072 on Savvy Trades and Investments

[wadegarret]

Cliff- have you looked at PRAH or USCR ?

Take a look at the long term charts on these two. As you can see, there is little to no cyclicality to them.

PRAH has only been on the Nasdaq for 3 -4 years, but it sold under a different symbol for 10 years before that(I believe it as PRA). PRAH is the sector growth leader(medical/lab services) according to what I've read, and there seems no slowdown in sight. The stock was up 65% in 2017, and sports a 23 PE going forward. Although it appears at or near full value, I believe with the strong growth expected in 2018(22%) over 2017, that there is a 20%+ upside with little downside risk. I also believe with techs out of favor, & financials run up past fair value, that investors will want to be in a sector that can keep growing

USCR is a great run company. The stock was $2 only 6 years ago ! USCR also will benefit huge from the new tax plan, and that hasn't been reflected in the stock at all. Analysts have them at $5 for 2018, which is 45% growth over 2017. I would give the stock a 20 PE going forward, which means $100 target, but again, that doesn't even reflect the benefit coming form the new tax plan. Cheap at $82 IMO.

[michael t]

cliff

I don't really follow your reasoning. I see an index as ownership of a small slice of the amalgamation of all of its components. Cherry picking only the profitable companies doesn't reflect that you actually own a slice of the loses as well.

There are a lot SEC reporting companies that own multiple subsidiaries. Would you accept them reporting only the earnings of subsidiaries that make a profit?