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Blue Bird Corporation (BLBD $55.34)
- $55.34 P/E (TTM): 16.3X Cap: $1.39B
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CECO Environmental Corp. (CECO $43.93)
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Blue Bird Corporation (BLBD $55.34)
- $55.34 P/E (TTM): 16.3X Cap: $1.39B
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Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?
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Green Brick Partners Inc. (GRBK $65.20)
- $65.20 P/E (TTM): 7.77X Cap: $2.80B
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Blue Bird Corporation (BLBD $55.34)
- $55.34 P/E (TTM): 16.3X Cap: $1.39B
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Q: have a question regarding 2 stocks in the housing sector. GBRK and BLBD- both have done very well but is it reasonable to think that you could start a new position in one of these if there is a drawdown this month? The idea being to start a position and build from there.
Thanks, Lesley
Thanks, Lesley
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Five Below Inc. (FIVE $133.52)
- $133.52 P/E (TTM): 27.82X Cap: $7.35B
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Crocs Inc. (CROX $75.24)
- $75.24 P/E (TTM): 4.56X Cap: $4.10B
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Aspen Aerogels Inc. (ASPN $7.55)
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Vertiv Holdings LLC Class A (VRT $139.93)
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Celsius Holdings Inc. (CELH $51.95)
- $51.95 P/E (TTM): 151.88X Cap: $13.38B
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Blue Bird Corporation (BLBD $55.34)
- $55.34 P/E (TTM): 16.3X Cap: $1.39B
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Q: Can you please comment on FIVE and your recent thoughts on its most recent quarter. Do you think the recent decline in price is an attractive entry point? Or do you have other ideas/recommendations that you have higher conviction in. Thanks so much!
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