Stamps.com, Inc. (NASDAQ:STMP)

We'll always need stamps and as communication around the world is furthered, we'll have even more people we wish to contact via snail mail, and we'll invest in companies like Stamps.com which is the most popular, at least it seems.

http://caps.fool.com/Pitch/STMP/860259/a-hrefhttpstampscomstampscoma-.aspx  

However, recently, Insiders have been selling:

http://eresearch.fidelity.com/eresearch/evaluate/fundamentals/ownership.jhtml?stockspage=insidertransactions&symbols=STMP&timeFrame=1&showPriceLine=yes

May have found a bottom as it bounces off the 10dma

Wow..STMP's chart looks parabolic. The company is profitable and mgmt just increased revenue guidance. However, it is due for a pull back, which may not happen so quickly due to the 15% short interest. I personally tried the service and did not feel it was worthwhile to keep paying for. Their advertising reminds me of AOL in the 1990s.

More commentary:
http://seekingalpha.com/article/303856-stamps-com-s-chart-looks-like-it-s-straight-from-the-dot-com-boom

This stock is great investment. Post offices will be out of business soon and this company will sky rocket

Anything related to the USPS must be bloated and bad....

looks like a market rocket.

dot.com has a shot

great stock

Small Cap Star

More and more people are looking for a way to do task at home.

I don't know, this seems like one of those little boring companies that you expect to go nowhere, but it does. I think with the recent pullback, we got a good value here and the stock should do well.

This company has a net income of around 11 million per year. There retained earnings shows a cumulative loss of 466 million. At this rate the company will take about 40 years to reach a break-even point. This company just doesn't seem like it is being managed well. Another thing that seems odd to me is 45 million spent on research and developement for 2007. That figure is up 50% from it's 2005 amount of 30 million yet their net income for 2005 and 2007 so almost no growth.

As the use of the Internet increases amongst the public, the demand for a home postage solution has risen... It will continue to increase over the next few years as word gets out. As a personal user of their product, I can highly recommend it. The amount of time saved in visiting the Post Office for stamps is very valuable.

Finally! I have seen something that makes me think this company has a chance. I went into Costco and there was a prominent display of Photostamp gift certificates.

The fundamentals of the company are strong, except for lack of revenue stream. Somehow the management believed that they were a household name and at the forefront of everyone's mind. WRONG!

This company needs to advertise to supplant the Post Office as the primary place to go to get stamps! At last they are doing some advertising in a place that will get them volume and product recognition. Now, we can see an upside to the 0 debt and good margins.

Weddings and Holidays - personalized stamps got to love it

With rising fuel costs this will become the most cost effective way to purchase stamps not to mention that the country is becoming more computer literate on a daily basis.

I believe this stock at its current price is an attractive entry point. They are relatively protected from competition and they offer a value added service that I believe has customer growth potential from some of the larger eBay sellers who would want to utilize their services to cut costs.

I am skeptical of how successful the customized postage stamps will be. The consumers who will be tech savvy enough to make custom stamps of their pets or kids will also be more likely to just e-mail information instead of snail mail.

BUT, there are plenty of old people around who don't trust e-mail, so those tech savvy individuals will still have to send snail mail to their parents and grandparents I suppose.

Just re-upping. Original pitch:

Nice FCF/Revenue, with good Net Margins, and Great Gross Margins. STMP has a clean and improving Balance Sheet with no debt. Consistent growth over the past few years, though sales growth stalled slightly last quarter. It's had a bad run the past few months, but should do better than the market over the next year with a PEG of .69.