Nicholas Kitonyi
Research analyst, growth, value, long/short equity

There Is Still Value In ScanSource

For some people, ScanSource (NASDAQ:SCSC) may appear as though its merry days are over, while for others, they believe there is still some significant amount of value left in this leading specialty technology products distributor. In my opinion, both could be right. I cannot dismiss the fact that ScanSource's business, which spreads across two major segments, Barcode & Security and Communication & Services, could be boosted by various catalysts, such as increased demand for value added products, and the recent reorganization of its business units from geographical to product-based segments, among others.

On the other hand, the company's revenues seem to be slowing, while margins remain low. Additionally, The company's stock is trading at new all time highs...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details