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    1. Ingram Micro Starts 2015 on Strong Note; We Maintain Our No-Moat Stance and $30 FVE


      Mon, 4 May 2015

      Ingram Micro reported an in-line first quarter, and management’s second-quarter ..... Adjusted EPS of $0.43 was flat year over year. During the quarter, Ingram Micro generated $37 million in free cash flow and announced that it will resume

    2. Tech and Telecom Sectors: Time to Be Selective


      Wed, 1 Apr 2015

      1.60 Millicom $94.00 Narrow High $56.40 Ingram Micro $30.00 None Medium $21.00 Data as of 3-26 ..... excluding acquisitions) revenue growth prospects. Ingram Micro IM Ingram Micro is the largest global IT distributor, with approximately

    3. Pricing Pressure in Europe Segment Weighs on Ingram Micro's 4Q Results


      Fri, 27 Feb 2015

      Ingram Micro reported a steady fourth quarter driven ..... sales). We continue to believe that Ingram Micro does not possess a moat and are maintaining ..... to $2.56. We are encouraged by Ingram Micro 's expansion in the Asia Pacific markets

    4. Ingram Micro Reported an Uninspiring Third Quarter; No Change to our Moat Stance


      Fri, 24 Oct 2014

      Ingram Micro reported a stable third quarter. Adjusted ..... step back, we continue to believe that Ingram Micro does not possess a moat as the bias of ..... changes and overall cost management. For Ingram Micro to have a moat, we would like to see

    5. Ingram Micro in an Expansionary Phase; Shares Are Fairly Valued


      Fri, 25 Jul 2014

      Ingram Micro reported a solid quarter. Adjusted earnings per share were $0.54, down $0.01 from prior year’s quarter, which included discrete

    6. Ingram Micro's 2016 Business Goals Seem Stretched; Shares Remain Fairly Valued


      Thu, 26 Jun 2014

      Ingram Micro ’s analyst day was encouraging but does not move our valuation of $30 per share and no-moat rating. Management highlighted

    7. Ingram Micro Still on Track to Meet Our Full-Year Projections After Choppy 1Q; Shares Fairly Valued


      Thu, 24 Apr 2014

      Revenue growth and adjusted profit levels for Ingram Micro were in line with our internal projections, and there ..... a wider margin of safety before looking to invest. Ingram Micro 's net sales inched up 1.2% year over year (down

    8. Small-Cap Names That Are Big With Medalist Funds


      Wed, 19 Feb 2014

      FII 5 N/A Asset Management Graco GGG 5 N/A Diversified Industrials Hub Group HUBG 5 335 Integ. Shipng/Logistics Ingram Micro IM 5 N/A Computer Distribution MSC Industrial Direct MSM 5 N/A Industrial Distribution Reliance Steel and Alum

    9. Nice Sequential Growth in Ingram Micro's 4Q; Cost-Saving Plan Could Meaningfully Boost Margins


      Fri, 14 Feb 2014

      Fourth-quarter revenue growth and profit levels at Ingram Micro were slightly ahead of our internal projections, but ..... a wider margin of safety before looking to invest. Ingram Micro 's net sales ticked up 4% year over year (up 17

    10. Ingram Micro Posts Steady Gains in 3Q, Benefits From Acquisitions but No Change to our View


      Fri, 25 Oct 2013

      Third-quarter revenue growth at Ingram Micro was in line with our internal projection ..... technology firms, which could weigh on Ingram Micro 's growth well into 2014. We ..... thesis that, as a distributor, Ingram Micro has little leverage within the

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