Replies to post #106047 on Savvy Trades and Investments

[gilead23]

JCTCF nice trading! <EOM>

[gilead23]

VIRC is something I have been buying that still seems dirt cheap

They are benefiting from pent up school spending as well as stimmy money. Backlog is sitting at record levels as margins have been improving. I think they will logically earn north of a dollar this year against a 4 dollar share price. Also I suspect their real estate is worth more than the entire market cap.

[abh3vt]

Hweb, here are a few for your skilled and savvy review:

BBW
COLL
DXC
PKOH
PLAY

I agree with you that many stocks have run, and the setups aren't great given the guidance and/or the macro. However, the valuation divergence between large cap growth (esp tech) and small cap value hasn't been this wide since 2000. And many of us long-timers remember how great the years between 2001-2003 were for value. Hoping for something of a repeat like that, but still wary of the macro headwinds!