Opinions
Jason Del Vicario
Data Communications Management
DCM-T
HOLD
Jun 01, 2021
Still owns a sizeable position. They have turned the company around and he's been in touch with them. It's a traditional printing business that's transitioning into a marketing business model. Shares are cheap now, and shares can easily be $2-3 higher. The market is in a wait-and-see mode to see if they can reduce costs and raise profits. Quality managers who own a lot of shares, which is a plus. He continues to hold it. When the stock reaches fair value, he'll sell at least partially, because it isn't stable and predictability, which is a quality he now demands in a stock.
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(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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