HHS sweeeet if you caught it around $5. I mean someone just wanted to sell their shares at any price right before that open... and he had noone on the bid, but didn't give a shite. I thought the quarter was a KRAP, but selling some as low as $4.55 was nutso.
However, I am not as sanguine about you re the conf call and going forward. Next quarter should be something better than this one. But they did say they have little visibility after that. I could see some blah qtrs for a while. Right now she's at $6.50.... fair value is above that imo, but not sure how much higher... low sevens?
HHS seems pretty tethered to the economy, and they have a good amount of financial industry customers. But if there is no recession, then I agree the September and December quarters could be much stronger then my thinking. Maybe I'm just being overly pessimistic.
best.
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