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$FAST 2Q15 Call – Speaking on incremental margins, Dan stated that goal is always to be as close to 30% as it can. He was pleasantly surprised by the fact that company was able to hit 40%. On the impact of steel prices, Dan said that it has impacted revenue and gross profit. He further noted that steel is creating some headwinds for the company.
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.