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Re: nelson1234 post# 47886

Wednesday, 04/25/2018 6:35:07 PM

Wednesday, April 25, 2018 6:35:07 PM

Post# of 113000
PCMI definitely better Q, they did about $4 mill pretax and GMs if they can sustain them helps cover the heavier cost structure they have built lately plus I think the En Pointe earn outs are about done if I recall. Not a bad Q. Healthy drop in inventory too. I only have a tiny position though.


All IMO only. Good luck.

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