The Buy Mores (ARDT, CODI, and STT)
ARDT
I added more to ARDT at $13.99, This was where the biggest add happened today. ARDT not too long ago had a excellent quarter Where they handily beat estimates in q4, and the guidance of $1.73-2.01 is excellent growth versus FY 24. Normally Hospital stocks trade at least at 12x, possible upwards of 15x. Even at a 12 multiple we are looking at $22.50 FV and lets face it, this is not exactly a economically cyclical business either. Hence It should hold up even if the economy slows. This is one of the most attractive stock in the market right now for me, hence why I was such an aggressive buyer today.
CODI
I added a little more to my CODI at $19.39, yielding north of 5.15% here, so you get paid while you wait. Recently had a good quarter and the guidance of about $2.39 Midpoint, should at least get us to the upper 20's in FV in my opinion. They are a solid growth story combined with a nice solid dividend at 52 week lows essentially hence why I added more.
STT
Added more at $87.15, this is clearly one of my favorite financials, although so far I'm underwater on it. They are a consistent growth story trading at less than 9 times this years estimates at this point. They also have a good track record at aggressively buying back shares combined with aggressively raising the dividend with impressive dividend growth. All is just my opinion, and I could always be wrong though.
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