Q: Can you comment on their earnings, prospects and entry points if you think the future is positive?
5i Research Answer:
Please see this answer for BDGI. It is a bit expensive at 26x earnings but short term earnings growth looks really good and we are positive towards it. The stock has a giant move on earnings, and for buyers we would like to see $77 or so.
BDI please see this answer from last week. EPS of 4c missed estimates of 10c; revenue of $130M beat estimates of $126M. EBITDA of $32M matched estimates. Revenue rose 27%, EBITDA rose 21%. EPS is expected to dip this year but recover strongly next year. Debt is fairly high. We think it is buyable but would like to get it in the $15.50 range.