Hunting maximum reward with minimum risk. Value is what's worth more in the future. Rambler at: https://teapaw.org/t.co/5ulQ4oLPRQ ---DYODD- Not Advice
Joined October 2018
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For the next time I forget, there is no price too low for value stocks and no price too high for growth stocks.
EPS miss from Linamar 2.59 vs 2.68 est
Revenue slight beat $3.08B vs $2.93B... +21% YoY
FCF was lower than I thought
I actually think the US election results could be great for America... MAGA needs to die so the Republicans can live.
Will they go that way? Who knows.
Propel's at 10x trailing adj EPS
If it stayed at that valuation, next Q it would likely be $31-$32, then $34-$35 in Q1 (without ridiculous assumptions)
Why something with this growth is trading at that multiple is a different question.
If the administration wasn't so openly corrupt, they probably could have gotten away with more mistakes.
If we got AI to here before trillions of data center capex... Could we not make it incrementally better without trillions in data center capex?
Looks like solid Q from $PRL.TO
Revenue $201.5M +32% YoY
Adj EPS 0.82 +53% YoY
I think the US new customer growth is accelerating better than originally planned which would also suggest further scaling as they graduate and an acceleration in future CreditFresh growth.
