August 14, 20170Comments

Closing Danger Zone Pick: Verifone Systems (PAY)

While fundamental issues remain, such as a bottom-quintile ROIC and a challenging competitive landscape, we are inclined to take profits.

by Kyle Guske II, Senior Investment Analyst, MBA

December 7, 20152Comments

Danger Zone: Square, Inc. (SQ)

Recent IPO Square (SQ) is in the Danger Zone this week despite its noble cause of providing payment solutions for small to medium businesses because it checks many of the Danger Zone boxes: questionable non-GAAP accounting, non-competitive business models, and an extremely risky valuation.

by Kyle Guske II, Senior Investment Analyst, MBA

December 18, 20142Comments

Danger Zone: What’s Eating VeriFone’s (PAY) Profitability?

In the past, generating profit growth was not a problem for VeriFone. However, new technologies in the marketplace put VeriFone’s outsized profitability to an end in 2013.

by Andre Rouillard