Replies to post #126862 on Savvy Trades and Investments

[SSKILLZ1]

OI (Updated Views after the latest earnings report.

This company is in the Packaging (Glass) Industry

Reported this week where they raised EPS from $1.30-1.55 to $1.55-1.65. And are guiding for more EPS growth in FY 26 and more in beyond. this multi year turnaround growth story is going very well in my opinion. I see no reason why these guys can't get a 10-12x multiple given the earnings growth over the next 3-5 years here, which is significant. Basically the thesis is in intact, with possibly them being slightly ahead of my original optimistic thesis. I could see $2.00 eps next year That could put the stock in the low $20. Not that outrageous as Analyst estimates have climbed up to $1.94 most recently after the quarter for FY26. Will continue to hold OI, and will add more on weakness. All is just my opinion, and I could always be wrong though.

[SSKILLZ1]

OI

Decided to take some more profits today with OI, not sure if I made the right decision if I will be able to buyback, but was able to sell in the mid 15's hence I had a very nice slightly under 35% profit in the stock so decided to take another profit in this hot market. The risk/reward in the short-term has changed in the mid 15's from the mid 11's, the RSI is in the mid 70's so overbrought and getting near resistance of it's 52 week high. Time will tell if I will be able to buyback cheaper. All is just my opinion, and I could always be wrong though.