RE:RE:This is interesting....d_trump wrote: Torontoguy: you raise some very good points. What doesn't add up to me though is why would DCI issue such an upbeat report (on the surface), if in fact Q2 is really a disappointment. By now they know, more or less, the Q2 numbers. So why would they intentionally mislead the market?
I don't think DCI is trying to mislead the market....I just think they are trying to make clear that the sky isn't falling and a collapse isn't imminent. I don't think the financial are fantastic, or why would they have also not released some preliminary data? I've crunched the numbers, and I think DCI's EBITDA for Q2 is going to be at the same level or slightly below that of Q1.....However, the payout ratio is likely going to improve as they don't have to make a major interest payment in Q2 like they have to in Q1 and Q3. Debt will also likely stay the same as any payments will be offset by the minor acquisition they announced.,,,
.
. So, steady eddy for now, but any hopes of DCI being a growth stock will be further dissipaited.