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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Lazarus who wrote (60997)	7/10/2018 2:41:14 PM
From: E_K_S	1 Recommendation Recommended By Lazarus Read Replies (1) \| Respond to of 78751

OT - Set up EGAN Group on mIRC watching EGAN at $14.00/share or lower for a swing trade. The value consideration is EGAN finally turned a profit but w/ a market cap of $424mln it is 1.38x the size of IIN and IIN EPS is $0.40/share w/ EPS growing over 40%. Graham is always focused on earnings especially mature companies w/ a 10 year history of those earnings. Also watching YY mentioned late last week. This one does not have the long history but FCF huge and most of that flows down to EPS $8.25/share 2018 and $10.14/share for 2019. That's 25% EPS growth. YY Market cap is $6.3Bln huge for an 'E-Sport/Game" company. Stock +10% from when firat mentioned and some good upside (maybe another 10%) just as a reversion to the mean play. Conclusion is it is all about EPS. Quality of earnings important too. EKS