Jason Del Vicario
Data Communications Management
DCM-T
HOLD
Sep 29, 2021
ROIC is quite unpredictable. Struggling to transform itself from print to digital. New CEO seems to be doing a good job. Quite undervalued. He wouldn't put in new money at this time.
(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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