Still some buys for me in this elevated market:
Instead of adding to my few shares of CRMT now - a buy-here, pay-here auto retailer, I've started a tracking. position in ATLC which is in the loan business and partly the buy-here, pay here auto business. Company has had up and down years. Stock now a little above 12-mo low.
finance.yahoo.com
Add to AGCO finance.yahoo.com
GCT. finance.yahoo.com. Only a tracking few shares for me
Some weirdness here (imo): GigaCloud Technology the name. What it does is act as an intermediary between furniture manufacturers and resellers. Moving, storing the product. I don't know about meme stocks, but maybe this one could be one. Lots of abrupt daily stock volatility and an apparently young crowd controlling it. This was seen in earlier posts here. There is an actual business behind all this though with good profit margins, good roe, very good recent sales growth.
DLO: finance.yahoo.com. Payment processor in "emerging market" countries. Good rev growth, good roe, good profit margins. Lots more cash than ltd. Stock near 12-mo low. P/e, p/sales at multiyear lows.
EVVTY: finance.yahoo.com. I'm slowly building a small position in this Swedish-based company which "develops, produces, markets, and licenses online casino systems to gaming operators in Europe, Asia, North America, Latin America, and internationally. And similar to companies above -- good roe, good profit margins, good revenue growth. |
