We have several new data points to discuss that are relevant to Stamps.com (STMP). First, monthly data from the United States Postal Service exhibited the first meaningful decline in PC Postage revenue since the start of the pandemic, falling 21% Y/Y in May.
Read MoreFedEx (FDX) provided a glimpse into how e-commerce is trending to start the year. Despite inclement winter weather in mid- to late-February, which had a pronounced impact on revenues and costs at quarter-end, FedEx delivered fiscal Q3 ’21 results ahead of expectations.
Read MoreThe hacking of SolarWinds’ (SWI) Orion Platform and the potential impact on a multitude of enterprises and government agencies was the talk of the week.
Read MoreManagement changes typically warrant a fresh look at a stock given the potential benefits or fallout from a subsequent strategic or operational shift. In this regard, the past week provided a number of opportunities for investors to consider, although the market’s verdict is already in for 8x8 (EGHT).
Read MoreAs the holiday season approaches, we want to wish everyone a safe and Happy Thanksgiving. Despite a myriad of challenges in 2020, there is still much to be thankful for and the potential to end the year on a high note.
Read More