Replies to post #120446 on Savvy Trades and Investments

[SSKILLZ1]

GPN

Brought back GPN At $107.52 this morning, allready underwater. I think the stock is very attractive here. Earnings growth will be admittingly a little slower in fy 25, before reaccelating in fy 26. But still 10% adjusted EPS growth in a slow growth year isn't bad for a single digit pe stock. I expect about $12.75 in fy 25 and about $14.50 in fy 26.

GPN is a consistent Grower of eps, and that is what I like the most.

 
  FY 24: $11.54-11.70 (Estimate)  
  FY 23: $10.42  
  FY 22: $9.32  
  FY 21: $8.16  
  FY 20: $6.40  
  FY 19: $6.22  
  FY 18: $5.19  
  FY 17: $4.01  
  FY 16: $3.19  
  

This chart shows the consistent eps growth, and I think that is very attractive over the long run. Time will tell. Will buy more on weakness. All is just my opinion, and I could always be wrong though.

[SSKILLZ1]

SSKMP Trades

Buy 350 Shares of GSK
Sell 150 Shares of SIG

Note that this is a fictional portfolio and is not a recommendation to buy or sell securities