No, Andre, not really. It demonstrates that AFCI keeps close to its invest material info that it does not feed to the analyst community before it releases to the broad market. John S. is focused on the fundamentals of AFCI's business, not what analysts think, right or wrong.
This is a well managed, well-positioned telecom company, and over time will earn the respect of the investment community that it deserves. The analysts, as another said, were merely reacting to general sentiment in the telecom sector and the risk of a slowdown in spending. With investing very often these types of risks (i.e. spending slowdowns) reduce the valuation of good companies with the bad. Each gets treated equally, while in-fact they shouldn't. Each companies fortunes going into a potential slowdown period needs to be evaluated on its own merits. IMHO, considerable investigation into AFCI's business would not necessarily indicate a slowdown because the core of their business going forward is incumbent, not CLEC based, last mile, not long-haul based.
Look at these market inefficiencies as buying opportunities. IMHO, investors should be buying this stock at these levels, as well as below 20. The downside risk is minimal; the upside return is substantial. |
