DTLK [Aug 2012]

Datalink Corporation is dedicated to providing solutions and services that make company's data centers more efficient to its customers needs. It is focused on mid and large-size companies and it designs, deploys, manages and supports unified infrastructures such as servers, storage and networks. It leverages hardware and software from the industry's leading original equipment manufacturers (OEMs) as part of its data center optimization offerings.

So basically, the company sells products related to storage, servers and networking that allow them to implement the solutions required by the customers in terms of data center efficiency. Still, it is possible that equipments are sold without a correspondent service of implementations and configuration.

The company has been growing a lot for the last 3 years as a result of a series of acquisitions of related companies in its strategy to broaden the set of services.

A few things caught my attention about DTLK:

1. Double-digit growth on Revenues and Earnings for the past few years;
2. >50% upside potential compared to consensus price-target;
3. 7 out of 8 analysts covering the firm have a BUY rating on the stock (1 is HOLD);
4. Inside Ownership > 10% and in the last six months insiders increased their stake. This reflects a great compromise and confidence in the performance of the company.

I'll be posting a detailed analysis in the next days, as it is easier for everyone to incorporate information in a larger time period.

Here are some other things that can caught your attention as well:

@ 27-08-2012: