DRJ taken over this morning at 15x ebitda for low end of 2012 by Fanatics...any way you slice it this company should be $7 today ...DRJ sells sports merchandise but also sets up online store's and handle ecommerce and fulfillment...
what is apparent is that pfsw is undervalued compared to others in its sector. what is not yet apparent is that pfsw is being noticed by many yet. this information about the quiet period ending for demandware seems to make some sense. a reason to recommend pfsw would be its tie in with demandware and the growth anticipated in e-commerce going forward. but if the analysts can not yet talk about demandware due to a quiet period, they wouldn't talk about pfsw yet either since the two are related in so many ways. i guess we will know the restrictions lapsed when there is talk about demandware.
that lawsuit is for the law firm to make money..typical of every takeover..by the way fanatics who took over drj is owned by rubin the founder of gsi commerce...this stock is going higher..just need huge patience as our day will come
let the quiet period end on DWRE and expect a firm or two to start chirping about both DWRE and PFSW. They are prohibited from doing so with DWRE right now and would skate too thin of ice just talking up PFSW during the DWRE quiet period. It ends in days.