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wadegarret

03/16/18 8:43 AM

#46391 RE: ayce_warren_buffett #46390

ayce- ditto on PERI

Take a look at PCMI & tell me what you think. A/R & Inventories up substantially, and company missed guidance 3 qtrs in a row. Very cheap though here, if they can meet 2018 guidance of $2.05 in non gaap adjusted EPS. Interesting was that although they gave 2018 earnings guidance, they didn't give March qtr guidance, which adds to the distrust being that they were over 2 months into the qtr when they announced.

By the way, TRTN, ALXN, & UVE look real good to me.

worthylion

03/16/18 9:03 AM

#46392 RE: ayce_warren_buffett #46390

You sound like disgruntled ex employee.