PCMI looks cheap and has done a series of acquisitions that should eventually result in major synergies, but the company has a history of missing guidance - most recently in October they expected adj EPS of $0.61 for the following two quarters, but they posted just $0.05 for December and are guiding for $0.12 to $018 for March - and it remains to be seen whether they'll hit that. So only around $0.20 guidance now versus $0.61 back in October.
I've owned PCMI in the past when it was known as PC Mall and added it to my watchlist. Certainly has potential with all these acquisitions, but can they execute ?
per the 10/29 PR -
We continue to target adjusted EPS of $1.00 per share for the twelve months ended March 31, 2016, adjusted for our small Q3 miss, which translates to $0.61 per share over the next two quarters, without giving effect to the Acrodex acquisition, which we expect to be accretive in FY2016.”
