SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $54.65)
- $54.65 P/E (TTM): 23.54X Cap: $1.97B
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Axon Enterprise Inc. (AXON $397.12)
- $397.12 P/E (TTM): 266.99X Cap: $31.63B
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SPS Commerce Inc. (SPSC $54.65)
- $54.65 P/E (TTM): 23.54X Cap: $1.97B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $147.16)
- $147.16 Cap: $37.40B
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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 $54.65)
- $54.65 P/E (TTM): 23.54X Cap: $1.97B
- 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 $23.97)
- $23.97 P/E (TTM): 26.18X Cap: $10.63B
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CECO Environmental Corp. (CECO $64.89)
- $64.89 P/E (TTM): 46.93X Cap: $2.12B
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Aspen Aerogels Inc. (ASPN $3.50)
- $3.50 Cap: $278M
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Construction Partners Inc. (ROAD $120.17)
- $120.17 P/E (TTM): 55.26X Cap: $6.87B
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SPS Commerce Inc. (SPSC $54.65)
- $54.65 P/E (TTM): 23.54X Cap: $1.97B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $252.76)
- $252.76 P/E (TTM): 15.76X Cap: $8.77B
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Datadog Inc. (DDOG $129.48)
- $129.48 P/E (TTM): 426.26X Cap: $45.24B
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Vertiv Holdings LLC Class A (VRT $323.46)
- $323.46 P/E (TTM): 89.48X Cap: $123.58B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $34.59)
- $34.59 P/E (TTM): 133.04X Cap: $8.71B
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Cellebrite DI Ltd. (CLBT $12.70)
- $12.70 Cap: $3.17B
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TransMedics Group Inc. (TMDX $110.93)
- $110.93 P/E (TTM): 23.64X Cap: $3.91B
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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