Jason Del Vicario
Data Communications Management
DCM-T
PARTIAL BUY
Jan 26, 2021
A printing company he has picked before. They've had a big restructuring away from print to marketing. Have made layoffs. They had a difficult time. The stock fell to 9 cents during the pandemic, but has rallied to $1. Government assistance in the pandemic have been a lifelong, offsetting staff costs. DCM benefits from, for examples, signs telling where people should walk in shops and places. The revenue drop of recent years has slowed. This turnaround has legs. Caveat: this is a small company, so keep your holding small.
(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.
Your Watchlist
Add stocks to watchlist to monitor them daily and get important alerts.