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: Shares of commercial print-service specialist Consolidated Graphics
So what: In the just-reported first quarter, sales increased by 2.8% year over year to $243 million and adjusted earnings climbed 13% to $0.43 per share -- in both cases far below analyst estimates. Next-quarter guidance was also timid as management outlined mild year-over-year gains on both the top and bottom lines.
Now what: Industry peers R.R. Donnelley & Sons
Interested in more info on Consolidated Graphics? Add it to your watchlist.