Started By
Message

re: Let's discuss Stamps.com

Posted on 2/22/19 at 9:25 am to
Posted by Mr.Perfect
Louisiana
Member since Mar 2013
17438 posts
Posted on 2/22/19 at 9:25 am to
quote:

However, it's a play on betting that Amazon goes big into shipping. If they do, if this a good buy for a potentially huge rebound?


Must be nice to completely FUUUUUUUUUUCCKKKK over investors who believed they were buying a steady revenue model in a multi billion dollar company.

I do not care that they did this, but I think that there should have been signaling in prior calls.
Posted by raw dog
Baton Rouge
Member since Nov 2011
483 posts
Posted on 2/22/19 at 9:33 am to
STMP was buying back stock in Q4. Stock -50% today.
Posted by HubbaBubba
F_uck Joe Biden, TX
Member since Oct 2010
45860 posts
Posted on 2/22/19 at 9:35 am to
quote:

I do not care that they did this, but I think that there should have been signaling in prior calls.
Yeah... that's going to sting for investors for a while.
Posted by TDFreak
Dodge Charger Aficionado
Member since Dec 2009
7416 posts
Posted on 2/22/19 at 4:26 pm to
There was some signaling. Yahoo! Finance had a write up about it in some SEC filings in 2018 and how the article’s author had warned us to look out.
Posted by castorinho
13623 posts
Member since Nov 2010
82066 posts
Posted on 2/24/19 at 8:19 pm to
quote:

but I think that there should have been signaling in prior calls.

in August last year.

quote:

"While we believe that this agreement is mutually beneficial to the USPS and to us, there is a risk that renegotiation is unsuccessful and leads to materially less favorable terms or that the USPS decides to not renew one or more of these financial compensation arrangements," Stamps.com said. "In such case, our revenue and operating results will be materially affected unless we are successful in timely replacing the lost revenue with similar compensation from other potential partners."



Dug deeper into this stock this weekend, and I'll be taking a position tomorrow.
Management buying back so much stock last year, while knowing there was a strong possibility of getting it at a discount is worrisome. But overall I like this discount.
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram