Replies to post #111934 on Savvy Trades and Investments

[hweb2]

Yeah no clue how TAYD management convinced that guy to sell a block of shares so cheap. He must be sick watching the stock hit new highs in the upper $40's. I'm not chasing up here, but TAYD still isn't expensive. Backlog was down some sequentially though.

[maxluke1]

TAYD - hell of a board pick, I sold more at $49. Still have some, but I think it's getting close to fair value given the decline in backlog from ~$35M to $30M this quarter and EV/EBITDA being around 10 recently. Won't be surprised if it continues to climb though.