Ken: PCOM 's fundies and recent News have much in common with RDRT's.
Both pre warning of better then expected Quarterly with both going profitable soon.
Both low book and cash but about what would be expected from a low priced Tech stock in high growth mode, and changing mode.
Both have heavy % Institutional holders, more so PCOM then RDRT, but RDRT Inst. growing much faster.
Little recent insider activity from both.
Current Average Recommendation are comparable.
A negitive is that RDRT Earnings Estimates & Recommendations have grown over last few months as PCOM's have slipped a bit. On the other hand, PCOM does not seem to need as much growth to become profitable as RDRT needs.
Both can move very well on positive News. RDRT has a much longer history of doing this but PCOM appears about the same volitlity. PCOM's lower float should help it move as well as higher percentage of Institutional holders of the float.
Considering PCOM expecting Quarterly 1st to Mid Feb. and RDRT Jan 24th, I would say that PCOM could become a strong Long play as it gets closer to earnings. Of coarse, if the Nasdaq goes up strong now and weak or worse in first half of Feb. the NOW would be the time to own PCOM and not FEB. Have a crystal ball there, of Nasdaq now and then???
If it means anything to you or anyone else, PCOM went GREEN IQZone on IQChart 4 days ago, same as RDRT.
Both Charts strong but RDRT being the stronger chart, could run out of Gas sooner then PCOM, meaning stronger rise in price for RDRT now with PCOM getting strong gains a few weeks later......
My take, stay long or add to RDRT for now and BUY PCOM on any dips in price. About when RDRT is ready to peak, PCOM could be a nice place to jump into next Long.
PCOM along with Sergio's COOL is very much on my rader screen. Hope I do not miss them.
Was I close??
ICN |
