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  • rferguso1 rferguso1 Apr 4, 2012 7:11 PM Flag

    Revenue Beat; EPS Miss - disregard message that says otherwise

    Guidance update would be nice. With sales growing like they have things look bright for the future. My research indicates that next quarter sales are on a runrate above consensus, but hopefully PSMT or the street can iron out the disconnect with PSMT's bottom line results.

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    • I really believe that the CC will help the Street better understand this story.

    • Breaking new ground not only in Columbia but with investor relations with the confernce call. I wonder whether the company feels obliged to be more forthcoming with information since the stock is more heavily traded and followed now. They probably provide information on request to institutional investors and this could come back to bite them since some will believe (myself included) this should be provided to all investors. I don't expect to be given a whole lot more guidance than we have had in the past. I just think they are going to formalize the process so that there is a level playing field. This is total speculation on my part. We'll see tomorrow.

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