Savvy Trades and Investments

[2morrowsGains]

PCMI...Nice post nelson...I'm holding tight to my shares...Like I said earlier, I sold a few of my low $7 shares on today's spike, but I still have a good position in PCMI and have no plans of selling what I have (unless something drastically changes). I listened to the cc and although I'm too tired to post a bunch of notes, I love how these guys answered questions in the cc with conviction.
- UK segment growing at a damn good clip
- Left room in Q1 guidance in case March is not as strong as Jan & Feb
- Top partners by billed revenues were Microsoft, HPC inc, Dell, Apple, Cisco, Lenovo, and Hewlett Packard Enterprise. Collectively these top 7 partners represented approx 58% of gross revenues for 2017.

I'm tired, so check my notes. Here's the link to the cc for anyone interested
http://investor.pcm.com/events-presentations

(BTW, Brandon LaVerne (CFO) is sure long-winded).

Anyway, I think PCMI is very undervalued in the low $8's, and I'm holding here. We'll see how things look when they report Q1.