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


To: Grommit who wrote (78314)11/21/2025 10:13:43 AM
From: Grommit  Read Replies (1) | Respond to of 78764
 
HRI. Paul, be careful with HRI. I posted and sold all mine a month ago, before Q3 results. They had some extra expenses in the qtr due to the merger. If you take those out, IMO, they are near $2 per qtr vs 90 cents Q3 actual. Then give them some credit for future merger improvements, and I think they are easily over the $8 estimates 2026 here. But these analysts dig deeper than me, and their large range = uncertainty. Even $9+ EPS would be a big drop from 2024 $12.88. I'd call the merger a dud. I prefer more predictability in my companies.

Stock climbed 40%+ in 2 months before the merger announced, then dropped right after the merger announced 2/18/25.