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2morrowsGains

10/07/21 1:35 PM

#91540 RE: hweb2 #91517

RGP...I'm w/ you hweb. If I would have had buying power I would have loaded up a lot more. My position was small this morning and so I sold. I have had many good runners this year (inc RGP) so I can't complain.
I have accumulated so much CSPI & WSTG (and now HPE) that it's taking up much of my portfolio (inc margin).
I still think CSPI & WSTG are very strong buys.
Also, I'm starting to accumulate STRT (in the $38's yesterday). The microchip shortage will work its way through this bottleneck and when it does, all the empty car lots will get restocked. That is a HUGE number worldwide which should benefit Strattec Security Corporation big time. And the electric car sector in general will too. Nice low float and strong cash flow.

BTW, I have stuck with CSPI for pert' near 6 years. The recurring revenue along with GP is increasing QoQ and the stock price should follow (someday! LOL). Heck, managed services alone could carry this company. ARIA is the jackpot. Going to continue to stick with it for now and add more to my portfolio little by little while the stock is in the $8's. They report next in December so hopefully they give me a nice Christmas bonus with strong numbers and forward guidance. :]
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2morrowsGains

10/07/21 1:45 PM

#91541 RE: hweb2 #91517

HSON...Hudson Global same sector as RGP. They have an ultra ultra ultra low share count and CEO is still buying. They have bought back quite a few shares over the past couple years. One for the watchlist.
It's been trading in the $15's and in the low $16's lately. (Was in the $18's not too long ago).

- Adjusted net income per diluted share (non-GAAP measure)* was $0.15 compared to adjusted net loss per diluted share of $0.13 in the second quarter of 2020.
https://finance.yahoo.com/news/hudson-global-reports-2021-second-123000610.html

Q2 2021 cc transcript
https://seekingalpha.com/article/4446798-hudson-globals-hson-ceo-jeff-eberwein-on-q2-2021-results-earnings-call-transcript

Share count 2.9M shares outstanding.
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wadegarret

10/07/21 3:38 PM

#91546 RE: hweb2 #91517

hweb, are you selling any RGP today ?

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