Replies to post #121675 on Savvy Trades and Investments

[SSKILLZ1]

INBKZ

Brought a Little INBKZ under $25. Although I wasn't a huge fan of the underlying company's last quarter, I have no concern what so ever about them paying there debts. And given where rates are right now about 8.7% to get paid on debt, looks like a good place to park some cash. Will buy more on weakness. All is just my opinion, and I could always be wrong though.

[SSKILLZ1]

MTCH

I brought more at $31.95 yesterday, Just realized I like this one too much, hence it needed to be a larger position. I like the path to solid mid single digits revenue growth, trading at single digit PE times this years estimates, with an active stock buyback that they think may reduce the share count 5-7% this year alone, and about 15-20% over the next 3 years. A possible 300 BP in operating margin over the next three years. And the CEO brought a bunch of shares as well at higher prices than here. So what we have is a long-term mid single digit revenue grower, trading at a single digit PE, with the CEO buying shares, with a big stock buyback, a recently initiated dividend, and perhaps my favorite of all other running a close race with the stock buyback a possible 300 BP Operating margin improvement over the next 3 years that could really enhance adjusted EPS totals going forward significantly over the next couple of years and that is why I'm really attracted to the stock. All is just my opinion, and I could always be wrong though.