David Ristau
Growth at reasonable price, research analyst, newsletter provider, long/short equity

Tech Data: 25-30% Upside Makes Company An Enticing Buy

The story for Tech Data (NASDAQ:TECD) is a combination of shifting technology, margin compression, European growth, and the future of technological distribution. The days of old where technological distributors played a big role in helping to distribute servers, but as the market shifts to cloud computing the company is seeing its growth coming from lower margin products like mobile phones, tablets, and software for cloud servicing.

(click to enlarge)

Tech Data is mainly a wholesale distributor of technology products in the Americas, Europe, the Middle East, and Africa. The company distributes servers, mobile phones/tablets, security products, hardware, and logistic management services. Additionally, the company works with cloud companies to provide software. The company's business works in that it...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details