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sps commerce

September 15, 20210Comments

Position Close Update: SPS Commerce (SPSC)

While the stock remains expensive relative to its fundamentals, its position in the fast-growing ecommerce and retail data solutions markets could provide continued momentum.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
August 26, 20190Comments

Danger Zone: Bad Stocks Propped Up by a Good Economy

The fundamental flaws we originally identified remain in place, and these businesses will be extremely vulnerable when economic conditions worsen.
by Sam McBride
Danger Zone Podcast
August 26, 20190Comments

Podcast: Why These Two Stocks Are Back in the Danger Zone

Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Danger Zone: Bad Stocks Propped Up by a Good Economy.
by Kyle Guske II, Senior Investment Analyst, MBA
September 1, 20160Comments

Podcast: Why SPS Commerce Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week: Danger Zone: SPS Commerce (SPSC).
by Kyle Guske II, Senior Investment Analyst, MBA
August 29, 20161Comments

Danger Zone: SPS Commerce (SPSC)

This week’s Danger Zone pick is a company that touts 61 consecutive quarters of revenue growth despite five years of shareholder value destruction. Increased competition, misleading non-GAAP metrics, and an overly optimistic valuation land SPS Commerce (SPSC) in the Danger Zone.
by Kyle Guske II, Senior Investment Analyst, MBA

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