Q: Thoughts on Data Communications Management DCM. Has it bottomed? Any insider buying by CEO? Outlook for it’s business? Can they thanksafford paying their dividend?
5i Research Answer:
There has not been significant insider activity other than some options exercises. The stock is cheap and offers a good dividend, but is otherwise unexciting. Its small size and high debt add risk. The turnaround is taking much longer than expected. Insiders are committed at 21% and have been net buyers in the last six months (just not recent). EPS in 2027 is still expected to be less than it was in 2024. We would not be interested in it much at this time.