Posts Tagged ‘DTLK’

Free Stock Picks – July Report

By: ispeculatornew | Date posted: 07.05.2008 (2:29 pm)

AIXG – Aixtron (NASDAQ) 

Aixtron has sold off considerably since my last update and I have not found any definitive reason for the sharp decline. However, I do have a theory about what might have happened.

Aixtron had been mentioned as a possible acquisition target of Applied Materials (AMAT). However, on June 6 Applied Materials announced it made a nonbinding proposal to acquire parts of ASM International (ASMI). The stock price of Aixtron dropped considerably in the days following the announcement. I believe some institution or hedge fund had taken a position in Aixtron solely because of its buyout potential and when the AMAT announcement came out they decided to bail. Since Aixtron has a low float this institutional selling caused a significant decline in the share price.

I think Aixtron is a good company to own regardless of a buyout and I think the institution or hedge fund that decided to dump Aixtron made a foolish decision. I still like the company and I am going to recommend buying some more and averaging down (I will use Friday’s closing price for calculation purposes). (more…)

Free Stock Picks – June Report

By: ispeculatornew | Date posted: 06.02.2008 (8:02 pm)

AIXG – Aixtron (NASDAQ)
Aixtron reported Q1 results on May 8 and reported flat results. However, the company reaffirmed guidance which means the company should report considerable improvement in future quarters. I would continue to hold your shares.

CAAS – China Automotive Systems (NASDAQ)
The stock price of China Automotive Systems had a big jump after the company released impressive Q1 results but has sold off since. I think the stock price of CAAS has the potential to go much higher so I would be patient and continue to hold.

DTLK – Datalink (NASDAQ)
There has not been any major news released about Datalink. A positive article was written about the company though. I still rate the company a hold. (more…)

Free Stock Picks April Update

By: ispeculatornew | Date posted: 04.02.2008 (10:27 pm)

I usually don’t write about my stock recommendations unless they report quarterly earnings or some other important event happens (press release, news event, etc). However, I am going to start updating all my recommendations at the beginning of each month to keep you better informed on how each stock is doing and report on any important news.

Buy/Hold Recommendations:
CAAS – China Automotive Systems:
China Automotive Systems reported sound Q4 results on March 25 and the stock price has rebounded quite a bit from its lows. Today, the company announced that it completed its 35.5% acquisition of Henglong Automotive Parts and the transaction will be immediately accretive to earnings. China Automotive Systems is trading at a nice valuation and the company’s fundamentals should continue to improve in the coming year. I still think the company is a good buy. (more…)

DTLK – Update

By: ispeculatornew | Date posted: 07.07.2007 (12:00 am)

DTLK – Datalink (Nasdaq) (Closing Price on Friday, 7/6/07 – $5.45)

On July 2 Datalink lowered its second quarter guidance due to a “slow down in IT and storage spending” with some of its large customers.

Datalink lowered its revenue forecast to a range of 40 to 41 million from the previous range of 49 to 50 million and also lowered its earnings forecast to a loss of 3 to 5 cents a share from previous guidance of breakeven to a profit of 5 cents. (more…)

DTLK – Datalink Q1 2007 Earnings

By: ispeculatornew | Date posted: 04.25.2007 (12:00 am)

DTLK – Datalink (Nasdaq) (Closing Price – $6.76)

Datalink reported very disappointing first quarter results today and the stock price took quite a hit. However, I think the selloff provides a good buying opportunity for those willing to hold through the end of the year.

Datalink reported revenue of 40.91 million. This was an increase sequentially and year over year, but the increase was due to the addition of two months of revenues from their acquisition of MSCI. The lower margins of MSCI’s products and the costs related to integrating MSCI took a toll on earnings and Datalink reported a loss of 0.06. (more…)

DTLK – Q4 2006 Earnings

By: ispeculatornew | Date posted: 02.07.2007 (12:00 am)

DTLK – Datalink (Nasdaq) (Closing Price – $8.20)

Datalink reported very solid results today and I think the foolish dumping by some short term investors presents a good buying opportunity for those with a longer time horizon.

Datalink reported earnings of $0.19 (excluding a tax benefit) which is an eight cent improvement sequentially and a nine cent improvement year over year. It is also better than the profit of $0.18 they made a couple of quarters ago that sent the share price to a 52 week high of $12.50. (more…)

DTLK Update

By: ispeculatornew | Date posted: 01.21.2007 (12:00 am)

DTLK – Datalink (Nasdaq) (Closing Price on Friday, 1/19/07 – $7.52)

Datalink is up 6% since I originally recommended it and there haven’t been any developments since my original recommendation. However, Datalink is set to report earnings on February 7 and I am going to give you my opinion of what you should expect. (more…)

DTLK – Initiation of Buy Recommendation

By: ispeculatornew | Date posted: 12.20.2006 (12:00 am)

DTLK – Datalink (Nasdaq) (Closing Price – $7.10)

Datalink (ticker: DTLK) is a company in a growing industry and has been reporting solid results. Datalink operates as an information storage architect which basically means it helps companies store and protect their data. This is a valuable service to offer because most businesses deal with overwhelming amounts of information that they must keep protected.

Datalink’s quarterly results can be erratic due to the timing and completion of contracts but overall their results are good. For the first nine months of this year Datalink has reported a 32 percent increase in revenues over the prior year. Datalink’s trailing earnings for the last four quarters is $0.47. That would give DTLK a PE of 15 with today’s closing price of $7.1. That is very cheap for a growing company. (more…)