WSTG...Hoping for a Q1FY21 grand slam...WSTG will report today (after the close) or tomorrow morning. Thinking this will be a record quarter..?.!?. (hweb, I still have my stockpile of stock in Wayside, and added more along the way).
The share price will hit an all time high this year. (Just my opinion, but it's a strong one based on info from the last cc).
When I sharpen my pencil, I'm thinking approx $2.50+ EPS for FY2021. (BTW, last year Q1 beat Q4 sequentially, so guessing/hoping we might see $0.65-$0.75 EPS for Q1 excluding currency gains and maybe more including currency gains). Q1 non-GAAP EPS was $0.48 last year and they have 2 acquisitions this year.
We'll see what happens.
From WSTG's last cc...
"I think the best way to look at it because you do have the acquisitions to consider when you're looking our -- looking at our historical results for 2020 and trying to look into the future here. So first thing I would do is start with this year as a baseline, and we acquired 2 businesses during the year. Interwork, we said, would contribute about $1 million in EBITDA per year once it's rationalized into our business, which it is now. So in our current year results, we have 8 months of Interwork. So next year, we're going to pick up 4 if you want to look at it that way. So we'll pick up, say, $400,000 of EBITDA just because we're picking up a full year of Interwork fully integrated next year, right? On the CDF acquisition, their historical EBITDA. This is looking backwards for their financial year that was ended in June 2020, actually, but they did about $2 million in EBITDA per year. So in this year's results, we picked up close to 2 months. Next year, we'll pick up another 10, right? So you'll pick up another, call it, $1.6 million in EBITDA from that acquisition. So between the 2 of them, we'll have $2 million of growth on EBITDA line just by virtue of the fact that we have the acquired numbers built in next year. So I think that's the starting point, if you're trying to look at what the next year is going to be and model it out. And then I think the question you're asking on top of that is, well, what's your organic growth going to be in those businesses? And I guess, organic growth plus synergies, and cross-sell opportunities between the businesses. And I think that's where we get to the number that Dale was talking about, somewhere in the high single digits to low double digits on top of that."
Market Data 
Markets 
AI
