Tucows, Inc. (USA) (NASDAQ:TCX)

CAPS Rating: 2 out of 5

The Company provides Internet services and downloadable software through a global distribution network.

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Member Avatar fuzzybinary (< 20) Submitted: 7/28/2015 11:30:03 PM : Outperform Start Price: $27.86 TCX Score: -0.55

Though it's easy to focus on Tucows disruption in the mobile space with Ting, they already have a solid (and growing) business in Hover (stealing market share from other established players) and a growing disruption in internet service, providing fiber to small cities likely to be overlooked by large players (like Google and Comcast) while offering great customer service.

Consumer focused, low dept, great growth potential and disrupting several industries in need of disruption. A big buy in my book.

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Member Avatar sellside (< 20) Submitted: 6/11/2015 12:17:24 PM : Underperform Start Price: $27.26 TCX Score: -2.35

The stock is priced to perfection.

The stock is trading at over 300% relative to the SP500 performance. Which means that the stock has been 300% of the SP500 bull market.

Deep inside the numbers the company hasn't produced as rosy.

The company has missed estimates three out of the past five quarters. While that isn't bad enough the investment community has been gitty with its sub numbers yet it is a drop in the bucket compared to AT&T, T-Mobile, Sprint, Cricket, Virgin Mobile and numerous others including international telcos.

As an MVNO Tucows' Ting doesn't actually OWN its network. It actually just rents it out. It has no leverage over a potential competitor whom may enter the space.

The Relative Strength of the stock has been in the 90s due to the limited float of the stock and the weak coverage of the stock of ONE single analyst.

Buyer beware. What goes up may come down. At 35x forward earnings with growth rates coming down for the next couple of years and insiders selling stock in the droves proceed with caution.

The last time an insider actually bought stock in the company was during 2013. Which when it was at a $1+. Not a single purchase has been made since that time.

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Member Avatar hba24 (93.67) Submitted: 6/4/2015 4:34:12 PM : Outperform Start Price: $27.71 TCX Score: +0.16

Ting!

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Member Avatar TMFTypeoh (83.67) Submitted: 5/25/2015 1:15:55 PM : Outperform Start Price: $24.54 TCX Score: +13.28

Terrifc performing stock over past 5 years. Still a small cap, but as a user of their Ting phone service, their cusutomer experience is quite good. Little debt, and fast growth predicted ahead. Worth a green thumb in caps.

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Member Avatar naughtyguy (35.19) Submitted: 7/28/2014 6:58:45 AM : Underperform Start Price: $15.70 TCX Score: -65.74

Doesn't offer discounted phones and you have to buy the phones from them. If only paying for what you use saves customers money that means that concept isn't as profitable for the company. Uses Sprint network which doesn't have the coverage Verizon has.

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Member Avatar jacobhaigh (93.43) Submitted: 8/26/2013 5:22:00 PM : Outperform Start Price: $2.32 TCX Score: +994.50

cash generating business with growth potential in an under served market (secondary phone service)

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