Fri, Aug 29, 2014, 4:58 PM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Stamps.com Inc. (STMP) Message Board

  • tolickorclick tolickorclick May 1, 2014 9:29 AM Flag

    Not so good, Not so bad...

    Seems to me that marketing spend in Q4/13 was a bit soft leading to higher than expected EPS in Q4/13, but lower than expected revenue in Q1/14. Then in Q1/14 the marketing spend took a nice jump which led to the lower than expected EPS in Q1/14 - I think McBride said the increased marketing spend resulted in a $0.13/share effect on EPS in Q1. If the Q1 marketing spend creates new paid customers in Q2 like the ("soft") marketing spend in Q4/13 did in Q1 - all I can say is "spend more!"

    In the meantime the company continues to generate a whole lot of cash from a whole lot of new paid customers. Bodes well for Q2 with the big jump in marketing spend in Q1.

    Guess I'm stuck waiting a bit longer for the golden goose to start laying those big fat divy eggs, but it sure seems like finding the cash to pay them won't be a problem.

    If you're an investor - you've been here before - so you don't need me telling you what to do.

    TLOC

    SortNewest  |  Oldest  |  Most Replied Expand all replies
 
STMP
33.58+0.05(+0.15%)4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.