Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Two months after surging on surprisingly strong fourth-quarter results, industrial-equipment renter H&E Equipment Services
So what: Revenue rose by 17.6% to $134.9 million as H&E cut its net loss from $0.35 a share in last year's Q1 to $0.19 last quarter. Unfortunately, analysts were expecting much better numbers: $143.09 million in revenue and a $0.13-per-share net loss, according to Yahoo! Finance data.
Now what: H&E's losses don't worry me as an investor. Neither Hertz Global
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