Stamps.com A Little Too Hot
Stamps.com: The Software Valeant?
Stamps.com: When Numbers Look Too Good To Be True, They Probably Are
The Friendly Bear • 22 Comments
The Friendly Bear • 22 Comments
Sat, Oct. 15, 11:43 AM
- E-commerce sales during the holiday season are forecast to increase 17.2% this year to $94.71B, which represents a record 10.2% of all retail sales for the period.
- The +17% growth also represents the fastest pace for holiday e-commerce sales since 2011.
- Impressively, Amazon is expected to grow its holiday e-commerce market share above the 25% it took down last year.
- Outside of Amazon, investors can bet on online retail broadly through the Amplify Online Retail ETF (NASDAQ:IBUY). IBUY aims to match the price and yield performance of the EQM Online Retail Index.
- The IBUY is up 8% since launching in April, compared to a 5% drop for the S&P Retail ETF (NYSEARCA:XRT).
- The top ten holdings of the Amplify Online Retail ETF are Etsy (NASDAQ:ETSY), Grubhub (NYSE:GRUB), Blue Nile (NASDAQ:NILE), eBAY (NASDAQ:EBAY), RetailMeNot (NASDAQ:SALE), Copart (NASDAQ:CPRT), 1-800-Flowers.com (NASDAQ:FLWS), Amazon (NASDAQ:AMZN), Stamps.com (NASDAQ:STMP), and NutriSystem (NASDAQ:NTRI).
- This year's e-commerce boom will also be a net positive for shippers FedEx (NYSE:FDX) and UPS (NYSE:UPS), despite the increasing logistical challenges amid a higher mix of large packages. There's also Wal-Mart (NYSE:WMT) to consider after the company made a dramatic commitment to invest more in e-commerce during an investor meeting a few weeks ago.
- Previously: Winners and losers from the retail sales report (Oct. 14)
Tue, Aug. 23, 4:52 AM
- The CFA Society of Minnesota hosts an under-the-radar conference today and tomorrow with a powerful roster of presenting companies.
- The event was moved to later in the month this year in a development which pushes many of the companies past the quiet period imposed around their earnings releases.
- Notable names in attendance will include Target (NYSE:TGT), Delta Air Lines (NYSE:DAL), Stamps.com (NASDAQ:STMP), General Mills (NYSE:GIS), Piper Jaffray (NYSE:PJC), Spectrum Brands (NYSE:SPB), 3M (NYSE:MMM), and AstraZeneca (NYSE:AZN).
Thu, Jul. 28, 4:37 PM
Thu, Jul. 28, 9:04 AM| Thu, Jul. 28, 9:04 AM
Wed, Jul. 27, 5:35 PM
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Wed, Jul. 20, 9:00 AM
- Craig-Hallum defends its bullish stance on Stamps.com (NASDAQ:STMP) after the company took on a barrage of criticism from Prescience Point Research this week in a biting article.
- The investment firm backs its Buy rating and notes that the Prescience attack was timed well with Stamps.com in a quiet period.
- STMP +1.35% premarket to $72.30 vs. PP's price target of $15 and Craig Hallum's PT of $150.
Thu, Jul. 14, 11:47 AM
- Prescience Point issues a scathing report on Stamps.com (STMP -1%) as it rates the services stock a Strong Sell.
- The research firm maintains it uncovered "curious" and "undisclosed" relationships between Stamps.com and postage reseller companies.
- 80% downside for Stamp.com's share price is seen by PP with its $15 price target.
- Full Prescience Point report (.pdf)
Wed, Jul. 13, 3:00 PM
Mon, Jul. 11, 3:00 PM
Mon, Jul. 11, 12:48 PM
Tue, Jul. 5, 7:06 AM
- Stamps.com (NASDAQ:STMP) announced completion of ShippingEasy acquisition for ~$55M in cash. The company will operate as a wholly owned subsidiary and will be managed by its existing management team.
- The company plans to make inducement awards to ShippingEasy employees entering employment with Stamps.com.
- Press Release
Wed, May 11, 12:28 PM
- "The mall is not dead, it has just moved online," asserts EQM Indexes CEO and SA contributor Jane Edmondson. Though her analysis is not entirely new, it's certainly well-timed amid a battering of mall-based chains this week (see reports on L Brands, Gap, and Macy's for some of the carnage details).
- EQM licensed its online retail index to ETF provider Amplify Investment for use in the new Amplify Online Retail ETF (NASDAQ:IBUY).
- The online retail ETF lists Copart (NASDAQ:CPRT), NutriSystem (NASDAQ:NTRI), PetMed Express (NASDAQ:PETS), Shutterfly (NASDAQ:SFLY), Amazon (of course), PayPal (NASDAQ:PYPL), Stamps.com (NASDAQ:STMP), Grubhub (NYSE:GRUB), Overstock.com (NASDAQ:OSTK), FTD Companies (NASDAQ:FTD), Wayfair (NYSE:W), Netflix (NASDAQ:NFLX), Priceline (NASDAQ:PCLN), and Lands End (NASDAQ:LE) as top holdings.
- The fund has only traded for a few weeks, but could catch some attention with the ground shifting underneath traditional retail.
- Earlier today, the Global Millennials Thematic ETF (NASDAQ:MILN) was highlighted. This ETF shares some of the same holdings as the online retail play and has Amazon as its top holding.
- Complete list of Amplify Online Retail ETF holdings
- Previously: Amazon rambles to all-time high amid retail chaos (May 11)
Tue, May 10, 9:16 AM
Mon, May 9, 5:40 PM
Mon, May 9, 4:38 PM
Sun, May 8, 5:35 PM
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