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wadegarret

08/18/18 4:06 PM

#52725 RE: bbotcs #52724

bbotcs- USCR

Yea, I mean even without the bridge incident, I feel USCR is worth $70+. Thing is, the analysts are still pumping sectors that have 20+ PEs, but where growth is supposed to slow significantly. USCR had record backlog, revenues way above expectations, and analyst estimates are for close to $6 next year ! I also like TRTN and even AAOI, as both are selling well below historic PEs, and growth is expected to be strong in 2019 vs 2018.