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nelson1234

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nelson1234

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Tuesday, 07/25/2017 9:44:55 AM

Tuesday, July 25, 2017 9:44:55 AM

Post# of 113276
PCMI...hit piece by the same guy in Seeking Alpha. I sold some at $19.40 this morning...I had sold a few in the past few weeks since I was way overweight pcmi, and didnt want to hold as many into earnings tommorrow. I think I sold half for a small...maybe 6% profit or something like that.

Not that I think earnings will be bad or guidance will change. I just never wanted to have this much PCMI, but it seemed cheap on each big dip so I added a bunch.

PCMI's super close comp, CNXN (similar earnings, CNXN a bit less earnings and a bit less growth) is still doing well, trading at $27. IMO, PCMI should be trading at a slight premium to PCMI b/c of higher growth and slightly higher earnings.

best.

Amazing Grace:

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