GEE Group Inc (JOB)

[littlefish]

I was modeling that number I think after reading KFRC earnings report IIRC but I likely should bump it up due to the presentation given by CEO. I think KFRC did have sequential gains in either IT or F&A IIRC but am a bit constrained on time right now to check. I do remember other pro staffing companies’ Mngmnt sounding quite bullish for next year and going out a ways.

I think there is a lot of focus on this Q4 report where I personally think the CEO’s bullish stance is more at looking forward a ways but Q4 should be good too to start their turnaround (that started last Q). RHI mngmnt said they saw a 3-5 year potential growth runway, ASGN mentioned strength starting to get going and looked to last. I think KFRC also mentioned momentum building. All 3 of them broke to new highs while JOB has been hitting new lows. Those other 3 I think are even hitting all time highs even though that movement has been more over outlook than earnings (earnings beats for them but not crazy high beats).

All IMO only.