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Staples, Inc. Message Board

RETAILexecutive 50 posts  |  Last Activity: May 2, 2016 5:01 PM Member since: Dec 20, 1998
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  • retailexecutive retailexecutive May 2, 2016 5:01 PM Flag

    Totally agree looks like the call of 45 is a real number to look at.

    Sentiment: Strong Buy

  • Going to be painful for the short interest here no matter what kind of BS they peddle.

    Sentiment: Strong Buy

  • Reply to

    Nice price action today

    by fabricone1 Apr 21, 2016 1:15 AM
    retailexecutive retailexecutive Apr 25, 2016 5:34 PM Flag

    What I like about the CS analyst is that he upgraded quickly when the price moved pass his/ her original target of 39. My favorite call was MKM Partners when they gave it a major buy call around 32 or 33, The street is starting to warm up to my baby here.

    Sentiment: Strong Buy

  • Reply to

    Sell?

    by infomaniac_whoa Apr 25, 2016 12:46 PM
    retailexecutive retailexecutive Apr 25, 2016 1:04 PM Flag

    shorts are cooked for sure as t will probably be 45-50 by year end . No resistance until a bit at 49 but it should get through that. Forward PE is only 13. 25 x PE takes us past 50 in 2017. Still a table pounding buy in my opinion. There is not a quality retailer selling so cheap on both a fundamental and technical basis in the entire market. If anyone knows of one buy it and post it I would buy it as well.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Apr 21, 2016 11:35 AM Flag

    Part 2. I believe under BR and several key executives there this is a solvable equation . Clear vision with a supporting strategy will provide an opportunity to win regardless of how well QVC and HSN execute. The secret sauce is while they are competitors the real competition is outside of the screen dominant players. The big 3 already operate on more screens than all other retail competition. The secret to a successful strategy in my opinion is anticipation and improved execution in marketing, merchandising and service. Simple in concept but many complexities to be mastered. The leverage potential they will get as a ROI is greater than the big 2 can get as it is already largely baked in to their performance. The accelerators are building even more success in their merchandising competency and through some improved communication of the core strategy to the customer base who are not shopping here and build those that are into an even stronger advocate. Can they do this ? I believe they can and that is why I believe this can be the best stock buy in the retail segment today.

    Sentiment: Strong Buy

  • The opportunity to enrichen myself has pushed me to begin studying the Direct Retail Market in a more detailed way to ensure that my investment thesis for EVLV is on target, Firstly, I believe that this company even though there is not much value on an intrinsic basis has a ton or more of extrinsic value particularly when comparing it to the screen giants HSN and QVC. Both of these companies are excellent performers no doubt, They are both operating at very close to their expected optimum operationally with Q taking their proven format global with some excellent success in Japan, Germany, England. Italy will someday be better as well. China should be strong with a cultural partner that can execute a hybrid model. HSN probably has missed that bus after some early failures at global expansion. Both provide dominant formats on the screen in this country though with Q still enjoying a 3 to 1 revenue advantage. Why so big ? Strong strategies and excellent detailed operational execution and perhaps the best service model and customer focus n the entire retail industry. They are loved by their customer base and the reasons are numerous. What does this have to do with EVLV ? Plenty . The company on almost any Key Performance Indicator ranks a distant 3 rd place. That is good as the grade really is not so steep for the company to build an incremental gain strategy to close performance gaps on both strategic and tactical operating strategies.

    In BR they have an accomplished executive who knows this business model and the leverage potential against fixed cost that this company can deliver. I believe they will deliver for many years as it is a well known fact that the core Tele- Shopping customer cross shops. This is a proven marketing research based fact. The contest is on everyday and the battle for eyeballs is a very complex battle for eyeballs by the minute. The key issue is how does EVLV borrow more temporary share and over time deliver incremental growth and profit.

    Sentiment: Strong Buy

  • Reply to

    Re: Five below

    by andreat564 Apr 14, 2016 12:11 AM
    retailexecutive retailexecutive Apr 18, 2016 6:44 PM Flag

    In your humble opinion ??????????????????????? Ha ha ha You are the current village idiot. I know you are broke already so you can stop posting

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Apr 18, 2016 4:52 PM Flag

    Agreed as a minimum

  • retailexecutive retailexecutive Apr 18, 2016 3:45 PM Flag

    I have always known people in the company and have always stated my praise and protests based on the situation. I have bought and sold out 3 times . All at a profit. I am in again and I believe that Rosenblatt is the first CEO since the General that has a broad understanding of what it takes to be a CEO of a public company. To me this has always been a missing ingredient for long term success. MB did have a good vision but clearly did not respect the rules of the business enough to ensure success . KS saved the company from a potential disaster through his understanding of the operating principles that needed to be secured. Probably was a little too much QVC in someways but he did save the company. Rosenblatt in my opinion has the right stuff to get the company rolling . I am not sure it is primary goal to sell the company and in fact I do not think it is but for sure he does see his role to enhance the shareholder value. In any case I am holding shares and buying more as well as I believe we will have enough horsepower to drive the stock price. Good luck. Sorry if I am pumping a bit but I do believe it and practice what I preach.

    Sentiment: Strong Buy

  • Revenues will grow as the economy while not robust is certainly strong enough for retail as a category to establish some moderate sales gains. My belief that EVLV will get their share and if margins begin to restore to past levels which they should the cost cutting gives some headroom for the stock to quickly return to the $3+ level.The move from there will be dependent on follow through from operations . In my opinion there is a very strong possibility that we should see some signs of that if we see 2 consecutive quarters of growth. Given that we could see a stock in the 6-8 range with a positive outcome from the FCC Auction. This is as good a place to put speculative investment dollars as any other small cap stock out there. There is a 24/7 message out there to help Branding . There is a lot of work to do to gain traction but I have rarely seen an opportunity so ripe. There is no tall ladder required to get the company back on its' feet imo. Leadership is in the house. Culture issues are being worked on and that will improve execution. The vision is good enough with some tweaks. The pressure point is execution and that is just hard work and managing details. The secret sauce always is in the details.

    Sentiment: Strong Buy

  • Reply to

    Cash is King and free levered cash flow is Divine

    by fabricone1 Apr 14, 2016 12:30 PM
    retailexecutive retailexecutive Apr 14, 2016 12:31 PM Flag

    You forgot to mention how cheap it is.

  • Reply to

    The pigs are heading to the trough

    by fabricone1 Apr 12, 2016 4:05 PM
    retailexecutive retailexecutive Apr 13, 2016 2:01 PM Flag

    Good call Fab1 . I see it heading back to mid thirties. EPS is sure to be good. oink ! Oink !

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Apr 12, 2016 4:16 PM Flag

    Amen brothers ! They actually have it correct this time, I agree 100 % with this thesis for a table pounding buy !

    Sentiment: Strong Buy

  • Reply to

    general questions

    by ichimoku_cloudtrader_2015 Apr 8, 2016 1:10 PM
    retailexecutive retailexecutive Apr 11, 2016 1:33 PM Flag

    I really do not know if it is 5-10 or higher . Or less than that. I do agree that the metrics you suggest are better than a stock that trades for a buck though.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Apr 4, 2016 5:07 PM Flag

    well it is cheap enough but who really would play ? Decker maybe ?

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Apr 4, 2016 3:51 PM Flag

    You really should develop a better thesis than the Zany Brainy thing which is at this point not relevant on any basis. Maybe you slept through the conference call, I suggest you go back and read the notes. If after doing that you can post a logical thesis for being short come back and present it. Otherwise pack it in as you are off the grid of logic with stupid comments about Zany Brainy. That company only made money in one year. And when FAO came in it spelled the death knoll. We make money here and every new store is synergistic to the financial performance in the first year of operation and the comps are fine as well. And there is no long term debt. You are a non issue with your moribund rant and it actually displays a low IQ potential. Smarten up.

    Sentiment: Strong Buy

  • Reply to

    ALL FOR ONE AND ONE FOR ALLl

    by tarzanevine Mar 31, 2016 12:36 PM
    retailexecutive retailexecutive Apr 4, 2016 3:28 PM Flag

    I added 10,000 shares today. The company has more than a needed morale lift going for it in my opinion. BR is already making a difference and a very good one. Need to continue to work on carriage costs and revenue building, Already has addressed operating costs i a significant way ( around 5 Million per annum ) , Going to to work on revenue and margins. I am the most Bullish I have been here in 5 years.

    Sentiment: Strong Buy

  • Reply to

    FCC Spectrum Auction...has started

    by tarzanevine Mar 30, 2016 11:55 AM
    retailexecutive retailexecutive Mar 30, 2016 1:18 PM Flag

    From your lips to God's ears

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Mar 30, 2016 10:20 AM Flag

    It makes a nice route 10 link between Texas and Florida, There is an excellent opportunity for FIVE to develop a strong Back hall strategy in the future to improve their distribution cost. No fleet truck should travel back to their DC empty.

    Sentiment: Strong Buy

  • Reply to

    Looks like some profit taking

    by fabricone1 Mar 24, 2016 1:09 PM
    retailexecutive retailexecutive Mar 29, 2016 12:26 AM Flag

    About a 10% decline in short interest this month, Some smart shorts are covering. Probably margin calls.

    Sentiment: Strong Buy

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