PC Connection, Inc. (NASDAQ:PCCC)

CAPS Rating: 5 out of 5

A national direct marketer of a range of information technology products and services, including computer systems, software and peripheral equipment, networking communications, and other products and accessories.

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Member Avatar joe56680 (< 20) Submitted: 11/25/2014 2:59:13 PM : Outperform Start Price: $22.61 PCCC Score: +0.63

AAII - O'Neils CANSLIM

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Member Avatar mrmjhall (< 20) Submitted: 4/21/2014 2:25:04 PM : Outperform Start Price: $20.37 PCCC Score: +0.84

Yes

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Member Avatar fischdoctor (60.10) Submitted: 12/13/2013 2:13:20 PM : Outperform Start Price: $22.77 PCCC Score: -16.62

strong company positioned well in market

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Member Avatar line70day (< 20) Submitted: 10/27/2013 12:32:03 PM : Outperform Start Price: $20.28 PCCC Score: -2.53

3rd Q net sales $580.4 M up 3.4% yr over yr operating margin increased to 3.0% of net sales diluted earnings per share $0.40 up 8.1yr over yr cash balance increased to $77 M from $40 M at Dec 31,2012

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Member Avatar shaileshnita (69.63) Submitted: 6/23/2013 8:08:40 PM : Outperform Start Price: $15.28 PCCC Score: +17.25

It has a good mix of valuation and growth.

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Member Avatar carbpow (< 20) Submitted: 3/8/2011 3:41:54 PM : Outperform Start Price: $7.54 PCCC Score: +145.82

Cheap

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Member Avatar raveni (55.10) Submitted: 10/2/2009 9:06:15 AM : Outperform Start Price: $4.68 PCCC Score: +283.04

PCCC experienced dramatic increases in both volume and price during the last two windows releases. Windows xp was released on October 25, 2001 and windows vista was released on Jan. 30 2007. PCCC's stock price increased from $6.15 on 9/27/01 to $17.73 on 12/7/01 and from $5.74 on 7/26/06 to $18.73 on 2/8/07. In addition to the pending release of Windows 7 - scheduled for October 22; many SMB's skipped the release of Windows Vista and will be insentivised to upgrade due to the increasing cost of ownership (TCO) of their aging inventory.

PCCC is also growing their service sector a higher margin business. Additionally, GovConnection a subsidiary of PCCC has recently been awarded the Microsoft Federal GSA LAR (Large Account Reseller) authorization which will help them grow their public sector business.

PCCC's recent price of $5.22 is well under book value of $8.50 and they are sitting on 67M in cash, 47% of their market cap of 141M. PCCC could be a two bagger over the next 6 mos and might even be a three bagger.

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Member Avatar jerseytix (50.55) Submitted: 5/8/2009 6:59:24 AM : Outperform Start Price: $4.58 PCCC Score: +270.08

Good balance sheet, strong cash flow in a weak 1st quarter. It'll take some time but I think PCCC can right the ship.

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Member Avatar TheFatcat (21.29) Submitted: 7/9/2008 8:41:45 AM : Outperform Start Price: $7.86 PCCC Score: +121.78

cheap at this price

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Member Avatar NoTouch5Yr (98.98) Submitted: 5/22/2008 5:48:03 PM : Outperform Start Price: $9.81 PCCC Score: +77.38

As with all my picks: A very attractive P/E, excellent EPS growth rate and high five year growth prospects.

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Member Avatar MenRBetter (< 20) Submitted: 4/8/2008 2:46:18 PM : Underperform Start Price: $6.69 PCCC Score: -182.45

CEO is a female: Patricia Gallup

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Member Avatar floridabull33 (64.50) Submitted: 4/1/2008 2:08:39 PM : Outperform Start Price: $7.18 PCCC Score: +158.40

right now this company is at a decent price because it lost all it's hype but this is the way that computers will be sold from now on......who wants to drive around and search for a computer when you can have it delivered to you door.

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Member Avatar lareineivre (89.41) Submitted: 12/30/2007 2:39:33 AM : Outperform Start Price: $10.83 PCCC Score: +63.38

Favorable risk / reward profile
for comparative analysis and other stocks with favorable risk / reward profiles, view:

http://f1.grp.yahoofs.com/v1/8EF3R4tbNvpbI1SUgN2s5cv3kn0S2YU_r6vlJpSdVxbkYnCy4Q5V4m6oAmqNU2WnbcnNCzcELTwA2y9D3n-PxA/PRV/PRV%2007.11.30.xls

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Member Avatar TwoSide (64.46) Submitted: 6/12/2007 8:03:10 PM : Outperform Start Price: $10.73 PCCC Score: +66.58

Forecasts

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Member Avatar NetscribeComptrs (< 20) Submitted: 5/8/2007 8:26:36 AM : Outperform Start Price: $10.22 PCCC Score: +77.13

Total revenues for the recently concluded quarter increased 4.7% to $398.2 million primarily supported by the growth in the small and medium sized business segments. However the net income doubled to $3.4 million with support from growth of the core business SMB segment where sales grew 6.8%. Of late much focus is for reviving the commercial accounts growth, which was on a decline over the years and improve its share of revenues. The company has had success in this venture with double digit growth in corporate outbound sales and adding new customers.

Sales to Public sector segment, government and education customers posted a modest growth mainly due to increased focus on profitability and capturing net agency sales. Continuous monitoring of operating cost and review of spending plans for the better allocation of resources has helped gross margin improve by 34 basis points to 12.5%. Inventory balances have improved and accounts receivables decreased due to improved collection efforts.

Notebooks and PDA’s grew 14% during the quarter; continue to be the largest selling product accounting for 19% of the sales and still remains a bright spot for 2007. Desktop and server sales account for 15% of the revenue share along with software and video imaging cornering 12% share each.

The company continues to invest in services initiative whose revenue has increased by 22% year on year. Apart from this it has also redesigned it business to business website that enables customers to receive quotes, place the orders, manages approvals and track shipments in a better way. Overall, the industry is in a consolidation phase and the management remains open to acquisition that would fit its culture and add new customer and talent base. Though the stock had a bad run in the recent past, things seems to changing with the recently announced results with bright chances of crossing the double digit in 2007.

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Member Avatar mutantninjaturtl (81.78) Submitted: 2/6/2007 1:08:41 AM : Outperform Start Price: $15.71 PCCC Score: -6.95

Cawabonga!!!!

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Member Avatar martinlemalin (45.14) Submitted: 1/27/2007 12:45:04 PM : Outperform Start Price: $13.96 PCCC Score: +8.23

.. liking the numbers .. RE: PC Connection Powers Up: Fool by Numbers By Motley Fool Contributors
January 26, 2007

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Member Avatar MCKInate (98.81) Submitted: 1/23/2007 6:01:35 PM : Outperform Start Price: $14.77 PCCC Score: +0.12

VL

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Member Avatar FeverPred (83.85) Submitted: 1/23/2007 9:01:37 AM : Underperform Start Price: $13.98 PCCC Score: -8.10

Seems awfully expensive and has risen too much. Ready for a pull-back.

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Member Avatar tspolack (< 20) Submitted: 11/5/2006 4:42:08 PM : Outperform Start Price: $10.63 PCCC Score: +53.51

PCC has great management team. People love working there. The company has great partners in HP & IBM who want to see PCC succeed.

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