Replies to post #46053 on Savvy Trades and Investments

[wadegarret]

dickmilde- Can't get into 37 PEs going forward

PAYC is a great company, but waaaay to high on the valuation. Just to clue, the max PE going forward I generally play is 20, and only in a vogue sector with lots of growth going forward. I like TRTN, with 30% growth expected and a 7 PE going forward. I like UVE, with a 6-7 PE going forward, and 20%+ growth going forward. Even PCMI, believe em or not is very cheap, and a super comeback story if they keep their promises. Actually I still like MU & LITE, but they just went up 47%+ in 4 weeks, and not enough upside from here to justify not waiting for a pullback