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  • $SYX Is A Buy Now!

    Systemax, Inc. (TICKER:SYX) runs TigerDirect.com and sells personal computers, computer supplies, consumer electronics, and industrial products.

    Looking at the trend for the last 5 years, their share prices have gone up everytime after they announced Q4 earnings.

     Low Jan-MarHigh Apr - May
    2012Mar 07 - $9.38May 16 - $20.89+122%
    2011Mar 11 - $12.59May 13 - $14.49+15.1%
    2010Feb 12 - $15.80Apr 30 - $23.23+47%
    2009Feb 27 - $9.28May 1 - $16.93+82.4%
    2008Mar 07 - $9.38May 16 - $20.89+123%

    Once again, we are at March 7th and share prices are low once again.

    There is no good reason for the share prices to be this low. Systemax announced Q4 2012 earnings. The drop in earnings compared to Q4 2011 doesn't justify the share price drop from a year ago.

    Disclosure: I am long SYX. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

    Tags: SYX, long-ideas
    Mar 08 2:39 PM | Link | Comment!
  • Buy Systemax Inc For Tuesday Earnings

    I usually recommend staying away from a stock during earnings. Systemax is announcing Q4 2012 earnings on Tuesday March 5th 12am, 2013.

    There are many hot stocks, but the problem is that people already know they are great value companies and their bright future is priced in. I feel Systemax Inc. is underrated and I believe they'll have a great Q4 earnings report.

    Systemax runs TigerDirect.com and CompUSA.com and I've noticed many TigerDirect deals this year compared to any other years.

    1. Trend shows an increase in share prices at the beginning of the year in the last 5 years

     Low Jan-MarHigh Apr - May% Gain
    2012Mar 07 - $9.38May 16 - $20.89+122%
    2011Mar 11 - $12.59May 13 - $14.49+15.1%
    2010Feb 12 - $15.80Apr 30 - $23.23+47%
    2009Feb 27 - $9.28May 1 - $16.93+82.4%
    2008Mar 07 - $9.38May 16 - $20.89+123%

    2. Noticing a lot more TigerDirect.com deals listings during Q4 2012

    I'm bit of an online shopper and always looking for great deals on our favorite deal sites such as Spoofee.com. I've noticed a lot more listings for TigerDirect this year than any other years before. Many are free after rebate deals and it seems like TigerDirect has tried hard to drive traffic last quarter. Let's take a look at some public information

    Google Trends for last 5 years for "TigerDirect"

    Alexa Traffic Reach

    My Battle Plan

    If they announce great numbers, I'm planning to hold until $18-19.

    If they announce bad earnings, I'd expect it to fall to the $8.88 area.

    Disclosure: I am long SYX.

    Tags: SYX
    Feb 22 1:28 PM | Link | Comment!
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