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...

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