Jason Del Vicario
Data Communications Management
DCM-T
PAST TOP PICK
Dec 04, 2017
(A Top Pick Oct 20/16, Down 74%) This is a turnaround story. The chart is ugly and he was early. Print ad mail is in decline. They are getting into the large print type world like the ads on the side of busses. He thinks their upside is tremendous.
(A Top Pick Apr 12/18, Down 24%) They have engineered a turnaround and it has turned the corner but it is not getting the love it should. They have a bit of a debt problem and they are reducing it. It has a lot of really great customers, moving from a print based model to a marking and electronic model. He thinks it is grossly undervalued and should trade higher.
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(A Top Pick Oct 20/16, Down 74%) This is a turnaround story. The chart is ugly and he was early. Print ad mail is in decline. They are getting into the large print type world like the ads on the side of busses. He thinks their upside is tremendous.