Replies to post #97282 on Savvy Trades and Investments

[hweb2]

Not expecting much on CSPI. Probably a small loss. At best around breakeven. Kind of a tough revenue comp, so that's prob flattish. CSPI did have a large backlog over $15M last quarter, but has the usual drags of supply chain, labor issues, etc. Guessing that will limit revenues again. The 10%+ owner was buying in April (after the quarter ended) so hopefully that means the quarter wasn't too bad-

https://www.sec.gov/Archives/edgar/data/356037/000121465922006072/xslF345X03/marketforms-56060.xml
https://www.sec.gov/Archives/edgar/data/356037/000121465922005063/xslF345X03/marketforms-55980.xml

Not that earnings will matter much anyway this week. Futures pointing to another ugly day. I'm guessing earnings reports way better than CSPI still won't get much attention in these tough market conditions.

[2morrowsGains]

CSPI...nelson, cash/margins hopefully will be strong with good YoY gains in managed services (Technology Solutions). The fly in the ointment is/has been getting the boards for ARIA.
Not expecting much from E2D planes going forward since it sounds like there is a new radar system replacing the old.
Think CSPI is undervalued trading @ 1.7x cash with no debt so I'm still holding a large position.
Will be interesting to see if they repurchased shares since announcing reactivation of the share repurchase program a few months ago.

[2morrowsGains]

CSPI/PCTI...Both will report before tomorrow's open...Both heavy hitters for me. Added a few more CSPI in the high $6's over the past few weeks. Would have liked to add more PCTI in the $3's today but I sold some for a loss a couple weeks back and need to wait out the 31 day rule to buy back in order to use those losses for tax reasons this year. Will be interesting to see if Ukraine/Russia has had an effect on PCTI's business.
Got big positions in both CSPI & PCTI so hoping to be sipping mimosas tomorrow morning.