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12/07/23 10:02 AM

#109215 RE: larrybaz #109213

Woohoo KEQU up 30%. Heck of a quarter! Stock dipped below $17 last week and I added a few more. Now wish I'd been MUCH more aggressive. With Q1 earnings of .86/share and a super easy Q2 bottom line comp (not to mention a red hot broader market)...the risk/reward looked great into earnings. But I wasn't expecting Q2 earnings of .93/share. Actually even stronger, since the tax rate was a bit high as you noted.

Tried to grab some more below $20 at the open. Gapped up over all my orders. Dang. KEQU still looks cheap based on the numbers the past 2 quarters. But I'm not chasing up here. As ya never know with this one...they've disappointed many times in the past...maybe next quarter is only breakeven.