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gilead23

10/30/20 12:27 PM

#79147 RE: hweb2 #79144

BGFV the other thing to keep in mind is that while covid has been a tailwind there have also been covid headwinds in term of team sports.

When you look at last year and their .40 cents a share not only do you add the interest back, but you also get to retain some of the operational improvements. Their SG&A clearly had bloat relative to their competitors and slightly reduced store hours seems like something that can be sustained.

The problem is this is a no growth company so it fairly trades at a discount, but the level of discount here seems a tad over the top.