Data Communications Management

DCM-T

Analysis and Opinions about DCM-T

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
June 20, 2018

This is a small company that he has focused on as a Top Pick in the past. The turnaround for the company is definitely taking traction now. They recently did an acquisition that will take it into better opportunities. He thinks this stock could get to $3-$5.

This is a small company that he has focused on as a Top Pick in the past. The turnaround for the company is definitely taking traction now. They recently did an acquisition that will take it into better opportunities. He thinks this stock could get to $3-$5.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 12, 2018

(A Top Pick March 29/17, Down 27%) He still owns it. It is a turnaround story that is taking longer than he would have liked. They are transitioning their business away from print. Their financial results have really turned. They are extremely undervalued. The market has not picked up on this turnaround. He looks for good things this year.

(A Top Pick March 29/17, Down 27%) He still owns it. It is a turnaround story that is taking longer than he would have liked. They are transitioning their business away from print. Their financial results have really turned. They are extremely undervalued. The market has not picked up on this turnaround. He looks for good things this year.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.570
Owned
Yes
TOP PICK
TOP PICK
April 12, 2018

It has turned the corner. The stock price still does not reflect the opportunities and financials. They have a fair amount of debt to pay down. They are extremely undervalued. As long as they continue to execute this turnaround, it could easily be in the $2.50 to $3 range.

It has turned the corner. The stock price still does not reflect the opportunities and financials. They have a fair amount of debt to pay down. They are extremely undervalued. As long as they continue to execute this turnaround, it could easily be in the $2.50 to $3 range.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.570
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 4, 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 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.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.330
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 18, 2017

(A Top Pick Aug 19/16. Down 68%.) Still believes in this and is adding to his holdings at these levels. A turnaround story. Management has guided towards EBITDA of $18-$20 million for 2017. Where can you find a company with a market cap of about $25 million that has $275 million of revenue with an EBITDA of in the $18-$20 million range trading at a valuation of $25 million? Extremely undervalued. Thinks this could get up to the $3-$4 range if they are able to execute. They’ve shown indications of becoming consolidators in the industry. If they are able to pick up some assets for a reasonable price and achieve some economies of scale, they could be even greater than that.

(A Top Pick Aug 19/16. Down 68%.) Still believes in this and is adding to his holdings at these levels. A turnaround story. Management has guided towards EBITDA of $18-$20 million for 2017. Where can you find a company with a market cap of about $25 million that has $275 million of revenue with an EBITDA of in the $18-$20 million range trading at a valuation of $25 million? Extremely undervalued. Thinks this could get up to the $3-$4 range if they are able to execute. They’ve shown indications of becoming consolidators in the industry. If they are able to pick up some assets for a reasonable price and achieve some economies of scale, they could be even greater than that.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.170
Owned
Yes
TOP PICK
TOP PICK
March 29, 2017

Third time as a top pick. They went through financial difficulties last year. They are in the print media business. They have been busy cutting costs and right sizing the company, closing a few plants. In January they came out with good news and traded up about 60%. The subsequent quarterly results were somewhat disappointing. The market is taking a wait-and-see approach, but he is confident they can reach their stated goals.

Third time as a top pick. They went through financial difficulties last year. They are in the print media business. They have been busy cutting costs and right sizing the company, closing a few plants. In January they came out with good news and traded up about 60%. The subsequent quarterly results were somewhat disappointing. The market is taking a wait-and-see approach, but he is confident they can reach their stated goals.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$2.030
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 20, 2016

(A Top Pick Aug 19/16. Up 22.97%.) He continues to really like this.

(A Top Pick Aug 19/16. Up 22.97%.) He continues to really like this.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$4.550
Owned
Yes
TOP PICK
TOP PICK
October 20, 2016

This has gone through some restructuring, and is a valuation play for him. They meet his criteria of high ROE, but not necessarily the 3 years running that he likes to see. Sees it as a bit of a turn around play. Had a nice run of late, but are trading at only 6X earnings. On his models, he is looking at FV of around $10-$12. As they pay down debt and continue to right size the company, he is very optimistic on the stock price.

This has gone through some restructuring, and is a valuation play for him. They meet his criteria of high ROE, but not necessarily the 3 years running that he likes to see. Sees it as a bit of a turn around play. Had a nice run of late, but are trading at only 6X earnings. On his models, he is looking at FV of around $10-$12. As they pay down debt and continue to right size the company, he is very optimistic on the stock price.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$4.550
Owned
Yes
TOP PICK
TOP PICK
August 19, 2016

This is a “value” pick. Trading at about 4X earnings. They went through an extensive restructuring earlier in the year. However, coming out of this restructuring, they got an excellent CEO, who has not only agreed to stay on to see the company through the next phase of their restructuring, but also made a significant investment in the company. Revenues have not been increasing at a rate he would like. Some of their business is related to areas that are perhaps declining. A negative overhang would be an impending postal strike. If they are able to continue with the restructuring and pay down the debt, he could easily see the valuation north of $10.

This is a “value” pick. Trading at about 4X earnings. They went through an extensive restructuring earlier in the year. However, coming out of this restructuring, they got an excellent CEO, who has not only agreed to stay on to see the company through the next phase of their restructuring, but also made a significant investment in the company. Revenues have not been increasing at a rate he would like. Some of their business is related to areas that are perhaps declining. A negative overhang would be an impending postal strike. If they are able to continue with the restructuring and pay down the debt, he could easily see the valuation north of $10.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$3.700
Owned
Yes
Showing 1 to 9 of 9 entries
  • «
  • 1
  • »