SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $90.61)
- $90.61 P/E (TTM): 41.38X Cap: $3.41B
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Axon Enterprise Inc. (AXON $613.14)
- $613.14 P/E (TTM): 192.55X Cap: $48.67B
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SPS Commerce Inc. (SPSC $90.61)
- $90.61 P/E (TTM): 41.38X Cap: $3.41B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $94.50)
- $94.50 Cap: $22.50B
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Q: The last earnings report was somewhat disappointing with regards to its outlook. What is your current take on this name? It is currently one of three US names I own in my TFSA. Would you recommend to hold or sale and move onto another name? If the later, what would you recommend for a purchase today (considering today's prices for an entry point).

Read Answer Asked by Patrik on August 05, 2025

SPS Commerce Inc. (SPSC $90.61)
- $90.61 P/E (TTM): 41.38X Cap: $3.41B
- View SPSC Profile
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Q: Can you expand further as to what caused this drop in price? Any idea as to why Net Income would be lower in 2025? Do you still consider this a top small cap pick in the US (if not what would you recommend beyond CLBT and FOUR)? Is this pullback a buying opportunity?

Read Answer Asked by Patrik on February 14, 2025

The Trade Desk Inc. (TTD $36.55)
- $36.55 P/E (TTM): 42.32X Cap: $17.67B
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CECO Environmental Corp. (CECO $68.44)
- $68.44 P/E (TTM): 48.04X Cap: $2.43B
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Aspen Aerogels Inc. (ASPN $3.82)
- $3.82 Cap: $315M
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Construction Partners Inc. (ROAD $110.97)
- $110.97 P/E (TTM): 62.75X Cap: $6.27B
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SPS Commerce Inc. (SPSC $90.61)
- $90.61 P/E (TTM): 41.38X Cap: $3.41B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $417.95)
- $417.95 P/E (TTM): 28.73X Cap: $5.19B
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Datadog Inc. (DDOG $130.13)
- $130.13 P/E (TTM): 417.99X Cap: $45.63B
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Vertiv Holdings LLC Class A (VRT $182.49)
- $182.49 P/E (TTM): 68.35X Cap: $69.77B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $55.94)
- $55.94 P/E (TTM): 502.18X Cap: $14.42B
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Cellebrite DI Ltd. (CLBT $15.87)
- $15.87 Cap: $3.80B
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TransMedics Group Inc. (TMDX $135.30)
- $135.30 P/E (TTM): 55.68X Cap: $4.62B
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Q: Hello 5i,

The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.

Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.

If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!

Thank you for all of your help and wisdom.

D&J

Read Answer Asked by Jerry on February 18, 2025