Mario Cibelli (Trades, Portfolio), an investor who once worked for GAMCO Investors’ Mario Gabelli (Trades, Portfolio) but founded his own firm in 1997, added to two positions in the past week: Shutterfly Inc. (SFLY, Financial) and Xoom Corp (XOOM, Financial). His Marathon Partners bought 454,800 shares of Shutterfly, bringing the total shares held to 2,314,800. It also added 910,800 shares of Xoom Corp, for a total of 2,135,800 shares held, GuruFocus Real Time Picks reported.
Shutterfly, a collection of digital brands, announced a 16% year-over-year increase in revenue to $142 million and a net loss of $1.20 per share, compared to $0.27 net loss per share in the third quarter of 2013. In the past five years, Shutterfly posted average annual revenue growth of 22.5%, EBITDA growth of 16.2%, free cash flow growth of 6.8% and book value growth of 28.4%.
Xoom, a digital money transfer provider, saw revenue increase 22% year over year to $39.4 million, and net income of $398,000 million, or $0.01 per diluted share, compared to $1.2 million, or $0.03 per diluted share, a year previously. Its number of active customers rose 22% since last year.
Xoom went public on Feb. 14, 2013 at $16 per share. The stock closed Thursday at $14.52 per share.
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