Re: First good idea
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Skimming through their financials I don't see much that I really like. Care to delve in at all into what makes this your "First good idead"?
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Yeah you can't look at this historically and get much of a feel for whats really happening. It's a turnaround where a lot was broken and a material amount has been fixed. The thesis revolves around GM improvement in the product segment improving dramatically. Management has guided to 1-2% per year but has talked about "smashing" that target. Q1 is seasonally weak (and up against a tough comp yoy) and they showed huge margin improvements.
Krishan
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