skiidady...what brought you to be interested in PFSW? I see you post much more regularly on some other boards. Just curious.
I agree the 10Q trumps all as it gives hard numbers and facts, but it certainly does not hurt when there are external reports showing e-commerce gaining in strength and presentations out of Carter's this morning affirmatively stating the e-commerce initiative is growing and building traffic and sales.
With only 12.2MM shares o/s, I am not too concerned about the downside as market cap is just so low in a growing business like e-commerce. There is a certain scale that must be brought to the table before the full benefits are noticed and PFSW is just starting to ramp up the e-commerce revenue scale. It has been around for awhile, but really seems like it is only starting to ramp up the e-commerce scalability and leverage.
all my opinion, but I think I am analyzing it correctly.
Happy? Reading the presentation and listening to the Carter's CC makes me comfortable being a shareholder in PFSW. I don't get happy nor sad over this stuff. Carter's is the biggest initiative to date for 2010 and all indications out of Carter's are it is going very well.
PFSW only has a small market cap with 12.2MM shares out. It certainly bodes well for the underlying valuation that a customer like Carter's is doing well with its rollout and stating traffic and sales volumes are increasing.