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


To: Paul Senior who wrote (75296)3/21/2024 11:17:17 AM
From: Grommit  Read Replies (1) | Respond to of 78702
 
TITN. I don't follow this one. But a quick look --

Net income for fiscal 2024 was $112.4 million, or a record $4.93 per diluted share
2025 estimates now $3.00 to $3.50, was $4.45
PS. I've been adding to OSK -- initial buys last month.




To: Paul Senior who wrote (75296)3/21/2024 11:19:38 AM
From: E_K_S  Read Replies (1) | Respond to of 78702
 
Re: TITN

Yea, thought report look ok and positive guidance did a 7% add at $24.05. 5.6x PE and little debt seems like a good value to me.

peeled off some WMB (5% div) and bought more UGI (6% div). Sold some high cost shares for small gains in GEF, HDSN and was surprised by the break out in IP w/ the announcement of new CEO.

IP & GEF in same sector both pay ok div too