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Here are my favorite picks from the most recent data dump...I will buy one of these soon...which one do you like? And Why?
ESEA GDDY NWG TZOO WLFC
Looks like Internet stocks have made it back to the top! GDDY and TZOO are two of my favorites here. I'll have to look hard at these two to pick a favorite. The financials get a 'meh' from me, as I already own too many banks, but NWG does look interesting.
Still tough to say for me which is better, between GDDY and TZOO. I like them both... both are steadily growing revenues and EPS, TZOO more so than GDDY I think. Both depend on current trends continuing, and they could easily turn south if the recession hits right now. GDDY realized a huge 1B gain ($8/shr) in Q4 2023, due to a tax provision, it looks like. I don't think that'll be repeated, and TZOO also will depend on strong travel demand going into the next Holiday season. Hopefully, though, either one we take will ride up 15% before any of that matters, because they're both going straight up right now! My bet goes on TZOO because it can get there faster, easily, while GDDY needs to appreciate by over $3B in market cap to see a 15% gain in share price.
It means wait around for 6 weeks for a $1.87 appreciation - no can't be TZOO, and by the same reasoning, can't be NWG, since that is only $1.37. Definitely ESEA which has a bonus of a divvy thrown in of 0.60 on 09/09/24. WLFC also looks good with a P/E of 8.4, while ESEA's P/E is 2.82.
Last edited by morokoy; 08-21-2024, 01:04 PM.
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