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Non-Tech
Disc Graphics (DSGR)
An SI Board Since February 1998
Posts SubjectMarks Bans Symbol
13 0 0 DSGR
Emcee:  Travis Type:  Unmoderated
I would like to see some discussion on DSGR, a packaging co. out of Hauppauge New Jersey. At the end of January they announce the results of their 1997 fiscal year. For that
period, revenues rose nearly $6 million for a 15% top line increase and earnings rose
$705 K for a 49% increase. Their sales for 1997 were $48.5 million

buttonwoodadvisor.com

They are currently trading with a market cap of $24.4 million and a little more than
$4.50 / share which puts them with a P/E of 11.25. Normally, I would not associate
quick growth (which would allow for a higher P/E) with a company in this industry, but
these guys have showed strong, continuous growth in both revenues and earnings for the
last 9 years (through acquisition of many smaller operations and increasing the
profitability of current operations). In this time, they have also gone from the majority of
their business coming from Music CDs to diversifying into other industries. Currently,
consumer goods and video packaging account for approximately half of their revenues.
Their current focus is on packaging for DVDs. Since these discs look exacftly like all
other discs, they want to differentiate the product through packaging (they have identified
this area as one of the key growth potentials in the coming years.

discgraphics.com

Currently, only one wall street analyst is waatching them and up until recently had them
slated with a "strong buy" rating.

quote.yahoo.com

Yahoo is still showing this at the rating, but CnnFn claims that they were recently
downgraded (although I can find no record of this).

The only things I have found that I don't particularly like, are the complete lack of cash
(although their ARs were $11.6 million as of 9/30/97 (this quarter's 10-Q has not come
out yet), a marginally low current ratio and a marginally high debt to equity ratio. Most of
this can be accounted for in the many acquisitions of this last year, but I hope that the
lack of cash and high debt do not inhibit growth.

I have taken a small stake in them recently and would like to hear some discussion on
the company.

Travis
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13 Thanks! Travis-4/1/1999
12 Travis. If you go to Yahoo they have a section on stock scans. I asked the scBearcatbob-3/31/1999
11 Bearcatbob What does that mean? I'm sort of a "value" guy. TraTravis-3/31/1999
10 Travis, I did some value screens on low PE, Growth and price. Out came DSGR. Bearcatbob-3/31/1999
9 Bearcatbob Wow! The first response to my BB. (I only started it a year ago). Travis-3/31/1999
8 Yo Travis, I looked at some tough value screens this afternoon and found DSGR.Bearcatbob-3/28/1999
7messages.yahoo.com@m2.yahoo.comTravis-11/23/1998
6 See my yahoo post. messages.yahoo.com@m2.yahoo.comTravis-10/22/1998
5 let's see: Revenue exceeded my prediction by $1.3M or 10% (outside of myTravis-8/12/1998
4 These are my predictions for Q2: Revenue will fall somewhere between $11,671,0Travis-7/1/1998
3 Well, I got Q1 results today. 12,612,000 in revenue (that's the good paTravis-5/4/1998
2 Okay as SI is my witness . . . Q1 predictions 12,500,000 revenue 500,000 net inTravis-4/2/1998
1 Well it looks like the analyst changed their mind again: quicken.com Strong bTravis-3/22/1998
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