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Why Big Data Needs Some Roll-Up - article discusses Datalink
http://marketexclusive.com/why-big-data-needs-some-roll-up/1106/
CHART:Beautiful black hammer in the head. RSI(14)79.15. Warns a strong fall
In shorted with SPX
http://stockcharts.com/freecharts/gallery.html?s=DTLK
THE CHART IS IN SHORTING RSI(14)78, overbought, Big black hammer!
Turning point in fallen $9.28
Be carefull, short sellers!
http://stockcharts.com/h-sc/ui?s=DTLK&p=D&b=5&g=0&id=p26099102557&a=264845671
PPS continues to slide due to a number of internal and external factors. Mostly internal imho.
-Adama
Datalink Raises 2013 Q4 Revenue and EPS Guidance
Raised revenue guidance by $4M, to $174M and non-GAAP EPS to $0.33 - $0.37 from $0.24 - $0.30.
Nice.
The PR also includes dates for investor conferences they'll be attending in the next couple of months.
Another solid quarterly report from $DTLK
Needham Raises Price Target to $14
Article out within the last hour.
Here's an excerpt, with link:
I didn't look back far enough
I only looked at the last five years. The actual all time high was in March, 2000, right at the peak of the internet bubble in the NASDAQ, when DTLK hit about $35.
It ran from about $20 in Feb, 2000, to $35 in mid-March, only to fall back to the low $20s just before they filed the FY1999 10-K at the end of March.
Back then, the PE at $20 was about 20. Now, the forward PE is about $10 (I didn't use the trailing PE of 19 because it doesn't look at non-GAAP earnings).
Today's $11.70 close was an all-time closing high
DTLK has never closed above $11 before yesterday's $11.06 close, and it hit an intraday high of $11.29 on Aug 2, 2011.
Not only is today's intraday high of $11.71 a 52-week and all-time high, but the $11.70 close is an all-time closing high!
Good article about Q2 from a VAR-focused site
IMO, the company needs to see more articles like the one at the following link. It's from a news site dedicated to serving VARs, and isn't just a rehash of the press release.
It's also not a Seeking Alpha article by a self-interested blogger.
The author obviously listened to the CC, or used a transcript.
Here's an excerpt, followed by the link:
I bought shares today, too cheap.
Going back up IMO.
EOM
Totally ridiculous pounding before report
DTLK price, at $8.21, is down over 17% from the $9.95 closing price on the day they last announced earnings (after the close on April 25).
At that report, they beat on revenue, earnings and guided higher.
In the PR announcing this Thursday's quarterly CC, they didn't warn.
None of their business is in Europe or Asia, and a good portion of it is based on annual contracts, which they show as Deferred Revenue on the Balance sheet.
Yet the stock is getting smashed today.
Pretty effin' ridiculous.
Decline due to addition to Russel 3000?
DTLK is being added to the Russell 3000 and Global indexes today.
http://www.russell.com/indexes/tools-resources/reconstitution/reconstitution-changes.asp
We could be seeing the push lower as an effort to accumulate at a better price.
Pretty much able to drive it at will
Whoever is driving the algorithmic trading of DTLK stock is pretty much able to push it around at will.
Many times, it doesn't matter what the rest of the market is doing, or how other data-related stocks are performing.
Cantor and FBN Securities Raise Targets
They both raise targets, while maintaining prior ratings
4/25/12: Datalink Reports Today After the Market Closes
From their April 10, 2012 PR:
I dumped a bunch of shares, too stagnate right now. Might buy back, if it drops significantly.
Looks like someone's holding it down
After the run up from the $8.60s to the $9.50 range, it looks like it's being held back, either for consolidation, or perhaps because whoever ran it up is offloading shares bought lower, or building a short position to run it back down before they report in mid-late April.
Annoying to see it stuck at one level for so long, but that's the way it is.
Stock oversold IMO.
Should see an bullish trend if the market does not correct more.
Interesting positive close on down-market day
DTLK was down most of the day, along with the market, then at about 2:28PM EST, roughly 30K shares traded in a couple of minutes, and the stock began to move up into the close.
IMO, someone completed their acquisition (for short covering or for a new long position,) then moved the stock up for their next sell/short cycle.
No, it was intentional, Silvr Surfr
He and I have a history, and he followed me here for what he laughably thinks is "payback".
I believe the maestro composed on the wrong board.
Please explain your DD, Maestro.
Who are these Chinese competitors you speak of?
I'd also like to know how you value a company with zero debt, a 2011 EPS of $0.80 and an anticipated 2012 EPS of $0.90 at $1.50.
Dazzle us.
LOL I think you better do your research on this company again. It seems you have the wrong ticker symbol.
Unless you are shorting this stock, then nice try shorty! LOL
You mean $1.50 right!!
this company is getting crushed by Chinese competition!!
You need to do some DD right now!!
GL2U!!
I spent a week looking at this one, and I wouldn't put a dime in harms way on this!!
WAY MORE OPPS out there with better risk/rewards!!
maestro
$10.50 complete, next stop $11.
Lets roll!
Good move on your part!
I made three sales today, at $9.79, $9.97, and $10.13. Each sale was at least a 10% gain from the purchase price, and the shares were bought on margin, so selling early doesn't bother me too much, as it reduces my margin balance, and I still have a crazy number (for me) of shares remaining.
Had another sale set for $10.22, but it missed executing by a penny. With Cisco's results after the close, DTLK is at $10.27 in the AH, so maybe we'll see a little more tomorrow. Then again, CSCO is down in a bit in the AH, because the guidance was roughly in line with the estimates.
Sold a block today at $10.07, too much profit to ignore. Still hold a large position. Be significant if the pps holds above $10 tomorrow.
Busting through $10 was a nice crack in resistance. Should run higher now. Profit time!
I am averaging around $7.40 share.
Broke $10. Good call Silvr Surfr!
It was a few days late, but $10.05 as I write this.
BTW, just as I was buying small quantities at intervals down into the $7s, I've been selling in similar quantites on the way back up.
Sold a few more at $9.97.
Pps still climbing, could touch $10 soon.
I doubt it. Algorithm still in charge.
A lot of the trading is someone running an algorithm, and unless there is significant news from the company to drive lots of volume, that program is in charge.
It will get to $10, but only on the program's schedule.
If someone shorts this stock, they will get burned. This is a growth company with great earnings. Aquisition of Midwave should help propel this company for increase sales. We should expect to see +5 basis points above expectations on next earnings report. Accumulate.
Good couple of days. Probably consolidating now
Datalink up more than 8% since last Friday, so I think we're seeing a little consolidation today.
IMO, someone was accumulating throughout last week, holding the price in a tight range around $8.75 until they got their fill. Don't know if it was to establish a position or cover a short.
I was in a while back when IPO initiated. Got out and did not get back in until 2010. Been trading in and out. I have accumulated 2k shares to date and see this as a LT hold if pps holds above $6.5. Lots of growth potential for this company.
I've been in DTLK since 2007
It kind of sat there doing nothing for quite awhile, but I added shares between $3 and $4 in 2010, so last year was really good for me. Those shares were all sold in 2011 in the $9.50 - $11 range, then rebuilt a small LT position when it fell back into the mid-$7s, but am also short-term trading the swings.
IF they continue on their growth path, I have no reason to think it won't eventually hit the mid-teens.
I did not know if it was related to something else that I did not know about.
We should see another good financial result. Great stock to own LT.
No talk of financials before actual report
Their Q4 ended at the end of December, and they plan to report the results in mid-February, so they won't talk about financials until then. They might not even put out other news that might effect the stock price.
A lot of companies do these quiet periods before earnings.
What is the quite period about?
FWIW, I think DTLK's under accumulation
Not sure if it's accumulating for the purpose of short covering or just accumulating ahead of the report, but there's an algorithm that been running this stock that's really apparent on low volume days.
It's been holding the stock in a very tight range since the Needham conference last week.
Datalink's recent presentation at the Needham Growth Conference
Good presentation about the company, but because they're in the quiet period, no mention at all of Q4 results, not even the guidance provided in the Q3 report.
I believe that CEO Paul Lidsky said they would report on Feb 16:
http://phx.corporate-ir.net/phoenix.zhtml?p=irol-eventDetails&c=65517&eventID=4695373
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