Planar Systems – Mr. Market’s Fat Pitch Selling Opportunity

On rare occasion, Mr. Market serves you up a fat-pitch selling opportunity. A gross overreaction to Planar’s (NASDAQ:PLNR) Q4 2014 earnings report has created an incredibly compelling short setup. While Planar’s results were


From SA — “While Planar’s results were strong, with digital signage growing 42% yoy and a strong outlook given for Q1, the fundamentals simply do not justify the 100% increase in the share price since November 5. We have called competitors and a dozen resellers. Our checks indicate that Planar’s strong results in digital signage over the past year were partially due to one-time benefits of product releases and reseller additions. It will be very difficult to drive continued 30%+ growth off of these results.”