Replies to post #112650 on Savvy Trades and Investments

[hweb2]

GPN down 9% today. What was it about this morning's Q1 report that the market didn't like?

https://finance.yahoo.com/news/global-payments-reports-first-quarter-105500080.html

[SSKILLZ1]

DIN And GPN

Added more to both of these yesterday. Brought more DIN in the 38.80's and more GPN at around $103.77.

DIN

Buying in the 38.80's. Put the yield at 5.25% so you get paid while you wait. Based on guidance I continue to see $6.25-$6.50, which based on the midpoint is just 6x eanings which is abnormally low for the industry. I just couldn't help myself, to buy more on weakness. Given the absurdly low industry multiple, a healthy dividend, and a stock that is somewhat oversold with a RSI of 29.

GPN

Added more GPN At $103.77. This company track record of earnings. show consistent solid adjusted EPS earnings growth y/y, is trading at less than 9 times this years estimates. GPN is too cheap, and should easily trade at 12-15 times GPN Earnings. Al is just my opinion, and I could always be wrong though.