Herc Holdings Inc (HRI) Options

Infrastructure play to finish out POTUS campaign promises?

this company might well earn 600 million Ebitda, which seems like an awful lot to me for a 2 billion dollar company, in an expanding market at the beginning of the cycle. I think this sector is priced very modestly indeed. In a year this sum will support a far more generous multiple, should the company approach this figure. S/p should trudge steadily higher........

HRI ("Herc") produced steller blowout earnings this past quarter, and evidently the investing public is not interested at all. Retail that is on IHUB. They would much rather lose their money in penny stock biotech and marijuana plays, and 90% of these companies will never make a dime and will fail. Actually probably 95%.

What is amazing is beating by 30 cents the estimate, going from 11 cents the prior yearly quarter, to 45 cents!....Talk about an increase!

"The Company reported net income of $12.8 million, or $0.45 per diluted share, in the third quarter of 2017, compared to net income of $3.0 million, or $0.11 per diluted share, for the same period last year."

The company looks to be making perhaps 2 bucks in earnings, with a market cap now of still under 2 billion, in a sector that looks to be very strong over the next several years, especially with the infrastructure bill that will be passed in the first half of this year. If you believe in the rebuild of America, and there is no doubt the companies are bringing money home to this country, then this company looks like a no brainer. Gonna buy more tomorrow.

Rental company like this, early in a bull market should go up fabulously. I am thinking perhaps 35% a year, and with prudent margin, an investor is picking up 50% on his money, compounded. (less the cost of the juice/margin). .....many other things to like about HERC



Herc beats by $0.30, beats on revenue
Nov. 8, 2017 6:45 AM ET|About: Herc Holdings (HRI)|
By: Niloofer Shaikh, SA
Herc (NYSE:HRI): Q3 EPS of $0.45 beats by $0.30.

Revenue of $457.6M (+13.4% Y/Y) beats by $35.29M.

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Press Release 11-8-17 earnings summary:

https://seekingalpha.com/pr/16994909-herc-holdings-reports-2017-third-quarter-nine-months-results