PCMI - exactly my thoughts on the 2018 guidance. It was much, much better than I expected. And these guys have a track record that extends further back than just 2017. If you go back to 2016, they gave strong guidance for that year, raised it after Q1 and ultimately beat their raised guidance by a wide margin. So they know the business and I think there's a decent chance they can turn it around in 2018. Time will tell.
Yeah, there's risk here, but my eyes are on the prize ....
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