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michael t

08/27/19 10:07 AM

#64262 RE: Knowledge is King #64261

KIK I'd feel better if SCX was trading at 6.77.
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SSKILLZ1

08/27/19 10:08 AM

#64263 RE: Knowledge is King #64261

SCX

First of all I wouldn't mind the price being $6.77. That is my first thought.

FWIW I thought the quarter was pretty good, and I think other expenses will come down significant in q1 as HWEB is right Other Expense skyrocket in q4. But we also have to remember q1 is seasonally weak, so I would expect earnings to be up y/y to about .14-.20 in q1, but down sequentially. I expect continued growth y/y in fy 20, and expect some excellent quarter in q2 and q3 that might combine for .75-.80 alone, so I expect about $1.20-1.30 partly due to growth, and partly due to getting rid of that .08 comp in q1 in trailing earnings last year and replacing it with a much higher number, balance sheet is strong. Nothing really negative at current prices, I took the backorders as strong, they don't typically have backorders they mentioned backorders were down in the last quarter or so had a quarter like this on the sales fron and still have backorders I take that that business is doing real well in my opinion. All is just my opinion, and I could always be wrong though.