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Datalink Corporation Message Board

  • ultima70 ultima70 Feb 16, 2012 9:47 AM Flag

    with the stock down 13%

    this is a good example of investor disappointment on sky high expectations. The company has beaten the consensus estimates on a wide margin for the last couple of quarters and guided higher any time.

    This time they only delivered in line and especially margin guidance came in short of expectations.

    Accordingly the stock needs to give back its recent gains in anticipation of stronger results and will have to take some further punishment for lowering expectations going forward.

    Expect some reassuring analyst commentary tomorrow.

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    • GREAT Call this morning, Ultima; even before the Bell. I agree with you and I will just add to my position over the next 3 months. I started to sell half yesterday but I couldnt be sure about the report this morning; I wish now I had. This is a great company and there will be money to be made here over time. I have never liked getting in and out but I think we are dead money until the next report. I will buy more under 8.00.
      Good luck to all!

    • They also mentioned they will be doing another acquisition later this year or early 2013. These guys know what they are doing and will be at a half billion in sales by 2014. with probably 1.40 in earnings.

      What's not to like?

    • Silly me.

      I've always thought that companies that, in an economy like this, beat on revenue, meet on earnings, provide guidance in line in Q1, and are selling for 11X the 2012 estimates, aren't overpriced in a market where 15X 2012 is the average.

    • Too funny, they're dying to get out of a stock trading at 11 times trailing earnings...listened to the CC, nothing at all wrong.

      And it's an absolute panic to get out lmao!

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